TRUE Private Wealth Advisors has added two advisors – Michael Long and John H Martin – to the firm’s Salem office.
“We are delighted to welcome John and Mike to TRUE Private Wealth Advisors as we build out our business in Salem,” says Brett Davis, CEO of TRUE Private Wealth Advisors. “We have found that our strategy of offering clients uncompromised advice and outstanding service has traction in the Northwest. We have doubled our business in the last two years and believe there is tremendous potential for expanding our business further in both Salem, Portland, and other markets in the Pacific Northwest.”
In addition, TRUE has secured new larger office space in Portland, Oregon with plans to expand the business under the leadership of Joe Opsahl who joined TRUE as a partner in 2013. The Portland TRUE office moved into its new location in the US Bank Tower at 111 Southwest 5th Avenue in June of this year.
“We are deeply committed to the Portland market and are looking forward to growing our business. At TRUE, we have found that both clients and advisors understand and appreciate the benefits of the independent wealth management model,” says Opsahl.
Based in Salem and Portland, Oregon, TRUE Private Wealth Advisors launched in 2012 with two advisor teams from Merrill Lynch Private Client Group. In the two years since the launch, TRUE Private Wealth Advisors has doubled its business and now manages over USD500 million in AUM.