/PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced it successfully recruited Matt Feehan and.
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SAN DIEGO, Feb. 11, 2021 /PRNewswire/ Brown Wealth Management (BWM), a fast-growing, independent wealth management firm, today announced the acquisition of Truuwater Financial. The transaction combines two leading San Diego-based wealth managers, expanding BWM from a team of nine professionals and $825 million in client assets to 14 professionals and total client assets of $1.2 billion, supporting a national client base of individuals, families and business owners across the country.
Industry leader Jeff Brown founded BWM in 2005 and spearheaded its transition into an independent firm in 2015. From its earliest days, BWM was one of the pioneers of fiduciary client relationships in the wealth management space, specializing in intentions-driven financial planning. The firm s unique approach targets high-net worth professionals who are seeking a deeper and more holistic integration of financial planning and life coaching. This acquisition is