The Opsahl Group is to join TRUE Private Wealth Advisors.
Based in Portland, Oregon, the team includes senior advisor Joseph Opsahl and advisor Chris Hatfield joining from Merrill Lynch’s private client group.
"We are delighted to welcome the quality, experience and expertise of Mr. Opsahl and his team into the TRUE partnership. This expansion demonstrates our focus on growth in the Pacific Northwest and ongoing commitment to provide the highest quality resources to high net worth families," says Steve Altman, founding partner and senior wealth advisor at TRUE. "Joe and Chris’s proactive, consultative approach is an ideal fit with the client-centric focus that TRUE embodies."
Opsahl is a CPA with nearly 30 years’ experience in the financial industry. Most recently, he spent four years with Merrill Lynch in its Portland office. Prior to that, he led a practice at Smith Barney for 21 years. Opsahl provides a wide range of wealth management, investment consulting and financial planning services to high-net-worth families, corporations, retirement plans and foundations.
Opsahl says: "I did extensive due diligence in the independent space and reviewed the business models available. When I met the team at TRUE Private Wealth Advisors, it was an immediate fit. TRUE has developed the right model for both serving clients and supporting advisors. The partnership model is unique and fosters growth. Through their strategic partnership with Dynasty Financial Partners, they have the infrastructure in place to both remain dynamic and to serve complex client needs long-term."
Hatfield joins TRUE from Merrill Lynch’s Portland office. He is actively involved in both the Portland and McMinnville communities and serves on the Central Catholic Alumni Association Board, serves as secretary of the South Portland Business Association and is a member of the McMinnville Area Chamber of Commerce.
Shirl Penney, president and chief executive of Dynasty Financial Partners, says: "We are excited about this significant addition to the TRUE team. Dynasty remains committed to being their transition and growth partner, as they continue to add clients and advisors on the path to becoming one of the premier wealth management brands in the region."