Being a boutique, independent firm means we are beholden to none; rather, we work directly and only for our clients.
Top Tasks for Advisers: Educating Clients on the Impact of Investment Costs
Marc Shachtman is the Founder and CEO of True Wealth Advisory Group, located in Miami, Florida.
Prior to the creation of True Wealth Advisory Group, Marc served as Executive Director and Senior Banker at J.P. Morgan Private Bank. Prior to joining J.P. Morgan, Marc was a Vice President in the Investment Management Division at Goldman, Sachs & Co.
Monica is fully committed to providing a first-class client experience.
She has more than 15 years of relationship management experience in the financial industry and private wealth management.
The content on this website is directed to clients and prospective investors in states where True Wealth Advisory Group is registered to conduct business or otherwise qualifies for an exemption or exclusion from registration requirements. True Wealth Advisory Group investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you.
Please see the True Wealth Advisory Group program disclosure brochure (the TWAG ADV Brochure”) and WRAP program disclosure brochure (the “WRAP Brochure”) for more information in the investment advisory programs available. The TWAG ADV Brochure and WRAP Brochure are available at https://adviserinfo.sec.gov/firm/summary/306523. This website should not be construed as a recommendation to any specific investment or product which can be made subject to a suitability review by True Wealth Advisory Group. True Wealth Advisory Group does not provide tax or legal advice.