True Wealth Advisory Group offers a truly customized and personal client experience.

HighTower

Strategic Partner

We selected HighTower as our strategic partner and supportive platform because it was built upon the true fiduciary standard: providing our clients with solutions that help meet their needs  by going beyond the suitability standard, and putting  their interests first.

HighTower has grown rapidly since its inception, and currently serves more than 87 financial advisory practices, like True Wealth Advisory Group, and oversees approximately $50 billion in client assets.*

* Practice numbers and client assets current as of 9/25/2017. 

The firm provides access to a wide array of sophisticated, quality resources and solutions from third-party providers, enabling True Wealth Advisory Group to build and implement tailored, goals-based wealth management strategies.

HighTower does not sell or manufacture any proprietary products Their exclusive open-architecture platform, quality vendors and other strategic partners enables True Wealth to develop a custom mix of products and solutions for our clients' investment strategy.

Additionally, all client assets are held at independent, third-party custodians, helping to further reduce or eliminate potential conflicts of interest.



Fidelity

Asset Custodian

We have chosen Fidelity as our primary asset custodian. Fidelity holds more than $6.2 trillion in assets, and their history of providing asset safety, client service, trading and technology support aligns with our values.

At Fidelity, asset security and service experience are paramount; accordingly, we are confident that Fidelity will fulfill our high standards and those of our clients.