Established in 2003, True Wealth Management was founded on the principle that one's Net Worth is more than a number. Our clients are individuals, with unique life experiences and varying personal history with managing finances. Using the latest in behavioral finance and cutting-edge technology, we strive bring those experiences together to formulate holistic investment strategies and financial plans to reflect and encompass who our clients are.

Over the years we have developed a customized Explore > Define > Create > approach to Financial Planning. Financial Planning beyond the numbers allows us to help clients focus on what is truly important in their lives. We believe in helping each of our clients define what True Wealth means to them. 

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves more than 167 independent financial advisors in 19 states and services $7.5 billion of retail client assets as of February 2019.