TriaGen Launches Independent Advisory With Assistance From TruClarity
Article featured on WealthManagement.com on June 1, 2020
California Team Leaves UBS and sets up RIA TriaGen
TriaGen is led by father and son Nick and Bryan Garris and Orlo Elfes, all founding partners. Client services associate Leslie Sagers is the firm’s operations manager.
“Becoming an independent fiduciary was a natural progression that aligns with our priorities as a family-run business,” said the younger Garris in a statement.
TriaGen said it provides personalize financial planning and portfolio management to business owners, executives and families. The firm’s custodian and brokerage relationships are with TD Ameritrade and M.S. Howells.
TruClarity helps assists advisors in going independent and provides back-office solutions once they do so.