Who We Are

We are a network of independent minded financial advisors with a history of challenging the status quo.  Our nature is to address challenges and find unique solutions where there seem to be none. We want the ability to do what is best for our clients without limitations.


What We Do

We share a natural focus on creating solutions and when it became clear the current model on Wall Street was broken, we struck out on our own. Today we assist a collection of independently managed wealth management practices that all look very different from one another—but we’ve banded together under the principle of freedom. Freedom to advise our clients according to their best interests, unfettered by the limits of a proprietary system or company. Freedom to choose where and how to place our clients’ funds. Freedom to control the future of our practices. This freedom drives all that we do.


How We’re Different

At TRUE, we’re not interested in owning your practice but rather in assisting you in transforming your business by adopting an independent platform for starting, developing and growing your wealth management practice. We don’t dictate how you work with your clients, but rather give you the tools to build a business around your clients’ needs. Take your experience and breathe into it the life that comes from TRUE independence and the ability to follow your own principles, and amazing things can happen.

 
Brett Davis

Brett Davis

Partner / CEO

Steve Altman

Steve Altman

Partner / CCo

Todd Gescher

Todd Gescher

Partner / CIO

 
 
Jason Herber

Jason Herber

Partner / CFO

Joe Opsahl

Joe Opsahl

Partner / COO