Dynasty Financial Partners announced Monday it has added two advisory teams from Merrill Lynch Private Client Group in Oregon.
Based in Salem Oregon, True Private Wealth Advisors LLC becomes the 15th independent investment advisory firm to join Dynasty. True Private Wealth consists of a pair of teams from Merrill Lynch Private Client Group, including Branch Manager Steve Altman. The two teams will merge to create True Private Wealth. The Davis/Altman Group and the Gescher/Herber Group will remain as two separate groups under the True Private Wealth banner.
The combined group now offers retirement planning, college funding, business succession planning, philanthropic interests and capital preservation services for its high net worth clients.
As the Davis/Altman Group, Brett Davis and Steve Altman will provide wealth management services to high net worth individuals, businesses, corporations and foundations. They are distinguished by a proactive wealth management approach that has earned them recognition as one of the top teams in the region.
As the Gescher/Herber Group, Todd A. Gescher and Jason D. Herber work as a team serving a variety of different clients including corporate retirement plans, cash management accounts, non-profit organizations, family offices and individual investment accounts. Their successful practice has focused on long-term relationships based on a deep understanding of client goals and financial objectives.
Rebecca Engeln, Sr. Registered Client Associate, and Deborah Parosa, Sr. are also joining True Private Wealth Advisors from Merrill Lynch.