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SOURCE TrueWealth Management; Windham Brannon Financial Group
ATLANTA, July 9, 2014 /PRNewswire/ -- Windham Brannon Financial Group, a leading financial planning and wealth management firm, announced today that it has changed its name to TrueWealth Management. TrueWealth is a fee-only wealth management firm located in the Buckhead area of Atlanta, Ga. It oversees more than $900 million of investment assets for 300+ family and individual clients globally. The firm was recently named among the top 100 fee-only wealth management firms in the country by CNBC.
The new visual identity, created by Madison Marketing, was developed to convey the firm's vision, or guiding principles, which include: TrueValues, TrueTalent, TruePlanning and TruePortfolios. In addition to the new name, TrueWealth has launched a new website, introduced a new logo and creative assets, and will relocate to a new suite of offices in the same 3630 Peachtree Road building later this year.
"The name TrueWealth is more reflective of who we are today. It conveys our genuine desire to empower our clients to define financial success on their own terms and to help them achieve what's most important to them," said Jim Heard, President & CEO, TrueWealth.
TrueWealth has been providing clients with personalized wealth management advisory services for 15 years. Led by President and CEO Jim Heard, the firm is comprised of 20 team members including 10 advisors with more than 100 years of financial industry experience.
"Our advisors provide the time, talent and temperament necessary to make a positive difference in our clients' lives," Heard continued. "That's TrueWealth."
To mark the launch of the new brand, TrueWealth hosted a celebratory event on July 8 at the InterContinental Buckhead for clients and industry peers.
TrueWealth provides wealth management services exclusively to individuals and families. Founded in 1999, and based in Atlanta, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial and life goals. The TrueWealth team manages close to $1 billion on behalf of more than 300 clients. For more information, please visit www.truewealth.com.
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