Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that the advisors of True Wealth Advisor Group have affiliated with Cetera Advisor Networks via Cetera Wealth Partners.** The True Wealth Advisor Group team manages approximately $206 million in assets under administration, as of January 30, 2023*, and was previously affiliated with SagePoint Financial. Firm principals Jon Green and Maggie Green are joined by longtime partner Tom Fisher and have more than 70 years of combined experience. The team offers unique concierge-level financial solutions to individuals, families and small businesses. True Wealth Advisor Group’s experienced advisors and talented administrative staff deliver a “management beyond money,” approach that provides detailed support that helps clients focus less on their money and more on the joys of life.
“As we evaluated our options, it became quickly clear that Cetera Advisor Networks and Cetera Wealth Partners provide a powerful combination of resources, support, community and independence that will empower our business to thrive for years to come,” said Jon Green, owner at True Wealth Advisor Group. “As we begin the next chapter in our practice as True Wealth Advisor Group, we are excited to affiliate with Cetera Wealth Partners and look forward to a prosperous future for our business and our clients.”
“The seasoned True Wealth Advisor Group team epitomizes the industry’s best advisors who prioritize client needs above all else,” said Tom Halloran, president of Cetera Wealth Partners. “We share these and other important values and look forward to collaborating to drive positive outcomes for their business growth and client success. We welcome Jon, Maggie and Tom to Cetera Wealth Partners and are confident they will be very fulfilled and fit in well at Cetera Wealth Partners.”
The advisors of True Wealth Advisor Group represent the latest recruiting win for Cetera, which achieved record organic recruiting results in 2022, attracting $13 billion in assets under administration.
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