TrueWealth Expands and Relocates Office
Press release from the issuing company
Tuesday, November 4th, 2014
TrueWealth, one of Atlanta's leading providers of wealth management services for individuals and families, announced today that it has expanded and relocated within the same building at 3630 Peachtree Road in Buckhead. TrueWealth's new office will now be Suite 300, located on the 3rd floor.
The move comes following news that the wealth management firm rebranded this summer. The rebranding included a focus on TrueWealth's core vision to empower its clients to define their own financial success and help them achieve what's most important to them.
Since its inception in 1999, TrueWealth has grown to oversee approximately $1 Billion of investment assets for 300+ family and individual clients globally. Led by President & CEO Jim Heard, TrueWealth currently employs 21 personal wealth advisors and support personnel and plans to add two more in January 2015.
"We're excited about this new phase of growth for the firm," said Jim Heard, President & CEO, TrueWealth. "Our new space will accommodate our growing business and allow us to continue to provide highly personalized wealth management services."


