One of tru's own, SpirePoint Private Client, was recently featured in WealthManagement.com, reflecting on their journey one and a half years after breaking away from Morgan Stanley in partnership with tru Independence.
We are grateful to Trent, Kay, Jim, Susie, Heather, Kathy and Ryan for their trusted partnership. They hold us accountable and make us all better every day.
Check out their story here: https://www.wealthmanagement.com/growth-strategies/breaking-away-one-year-later
SpirePoint is based in Vero Beach, Florida. They custody with Goldman Sachs and Charles Schwab, and leverage truView as their FinTech engine.
For anybody that is interested in learning more about SpirePoint, please reach out to us here and we'd be happy to make the introduction.