Strategy
Georgia-Based Wealth Firm Gets A Rebrand
Windham Brannon Financial Group, a financial planning and wealth management firm, has changed its name to TrueWealth Management.
Windham Brannon Financial Group, a financial planning and wealth management firm, has changed its name to TrueWealth Management.
TrueWealth is a fee-only wealth management firm located in the Buckhead area of Atlanta, GA.
The firm oversees more than $900 million of investment assets for 300+ family and individual clients globally.
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 offices in the same 3630 Peachtree Road building later this year, the firm said.
Led by president and chief executive Jim Heard, TrueWealth is comprised of 20 team members including ten advisors.
