With Addition of Nanson, Bratt & Colvin Team, TRUE Private Wealth Advisors Anticipates Client Assets Crossing the $900 Million Mark
NEW YORK--(BUSINESS WIRE)-- Oregon based financial advisory firm, TRUE Private Wealth Advisors, announced today that the new group, Nanson, Bratt & Colvin Capital Advisors, is joining the firm.
As a result of this partnership, TRUE anticipates becoming one of the largest independent financial advisory firms in Oregon and with the addition of the Nanson, Bratt and Colvin team would potentially have combined client assets of more than $900 million, continuing its impressive growth since founding the firm in 2012.
Based in Portland, Oregon, veteran financial advisors Jason Bratt and David Nanson and Client Service Associate Ashley Colvin left UBS to launch Nanson, Bratt & Colvin Capital Advisors.
Jason Bratt is a founder and Senior Wealth Advisor of Nanson, Bratt & Colvin Capital Advisors. His primary focus and expertise is providing customized investment solutions to individuals, families, foundations and small business owners.
David Nanson is also founder and Senior Wealth Advisor of Nanson, Bratt & Colvin Capital Advisors. Mr. Nanson has spent the last two decades helping families and businesses plan and achieve their financial goals. He provides expertise in financial planning, wealth transfer, estate planning, insurance and retirement plans.
Ashley Colvin is also a founder and Senior Client Service Manager at Nanson, Bratt & Colvin Capital Advisors. Her role includes overseeing all operational and compliance functions.
TRUE Private Wealth Advisors, a Dynasty Financial Partners Network firm, now expands its team to a total staff of 14.
“We are extremely honored to have the opportunity to work alongside Jason, David, and Ashley. They have an impressive business that is built on an unwavering service to their clients. They are true professionals. We are very fortunate to partner with them and cannot wait to see what they can do for their clients once their wealth management resources multiply on the independent side of the industry,” according to Jason Herber, Partner and CFO of TRUE Private Wealth Advisors.
Mr. Herber added, “A growing number of wirehouse advisor teams like Jason, David and Ashley are opting for independence because they want more choice and flexibility for their clients. They also want to be held to a fiduciary standard of conduct. I know that was a very important reason for their decision.”
“Our decision to combine with TRUE was based around doing right by our clients. We have been very impressed with TRUE's success as one of the leading Oregon-based independent advisory firms. We look forward to working together and leveraging the capabilities available in the independent space,” said Mr. Bratt.
“As we approach our sixth year of partnership with TRUE since they launched their firm, it’s exciting to reflect on their impressive organic and inorganic growth that they have experienced during that time. It’s a great example of what is possible when advisors focused on integrity and client advocacy use entrepreneurship to build a client service model that fits their vision. Dynasty is proud to power TRUE’s independence,” added Dynasty President and CEO Shirl Penney.
About TRUE Private Wealth Advisors
TRUE Private Wealth Advisors was launched in September, 2012 as an independent, SEC-registered investment advisory firm. Based in Salem and Portland, Oregon, TRUE Private Wealth Advisors provides an array of services to meet the unique needs of clients including individuals, families and businesses. TRUE Private Wealth provides wealth planning, retirement and estate planning services. For more information, please visit www.truepwa.com.
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Source: TRUE Private Wealth Advisors