NEW YORK--(BUSINESS WIRE)--Leading Oregon financial advisory firm, TRUE Private Wealth Advisors, announced today that the Eugene, Oregon team, The Sanders Coffee Group, is joining the firm.
As a result of this partnership, TRUE anticipates becoming one of the largest independent financial advisory firms in Oregon with more than $1 billion in client assets, continuing its impressive growth since founding the firm in 2012.
Based in Eugene, Oregon, veteran financial advisors Scott Sanders, CFP®, CRPC® and Jesse Coffee CRPC® left Merrill Lynch to launch The Sanders Coffee Group and join leading independent advisory firm TRUE Private Wealth Advisors. The Sanders Coffee Group has approximately $95 million in client assets.
Scott Sanders CFP®, CRPC® is a founder and Senior Wealth Advisor of The Sanders Coffee Group. His primary focus and expertise is providing financial planning to individuals, families and business owners as they navigate through retirement and other life transitions.
Jesse Coffee CRPC®, founder and Wealth Advisor of The Sanders Coffee Group, helps families and businesses plan and achieve their financial goals. He provides expertise in financial planning, wealth transfer, estate planning, insurance and retirement plans.
TRUE Private Wealth Advisors, a Dynasty Financial Partners Network firm, now expands its team to a total staff of 20 which includes 11 advisors in 3 locations.
“We are looking forward to working alongside Scott and Jesse who are well respected and experienced advisors,” said Brett Davis, Partner and CFO of TRUE Private Wealth Advisors. “Another benefit is that we are pleased to be opening an office in Eugene – an important market in Oregon. TRUE Private Wealth Advisors already has a significant presence in Portland and Salem which expands our footprint in this market.”
“By joining TRUE Private Wealth Advisors and the Dynasty Financial Partners Network, we believe that we are getting the best of both worlds. We now have the independence to run our own firm and advise our clients with their best interests in mind. We now also have the back office support and access to tools that typically are only available to very large firms,” said Mr. Sanders.
"At Dynasty, we are proud to partner with some of the top independent advisory firms in America to help them grow both organically and inorganically,” said Shirl Penney, President and CEO of Dynasty Financial Partners. "With the addition of The Sanders Coffee Group, the TRUE Private Wealth Advisors team expands significantly, increasing their footprint and becoming one of the largest independent financial advisory firms in Oregon. We are confident they will continue to be a preferred destination for clients in the Pacific Northwest who are looking for independent financial advice.”
About TRUE Private Wealth Advisors
TRUE Private Wealth Advisors was launched in September 2012 as an independent, SEC-registered investment advisory firm. Based in Salem and Portland, Oregon, TRUE Private Wealth Advisors provides an array of sophisticated services to meet the unique needs of clients including individuals, families and businesses. TRUE Private Wealth provides wealth planning, retirement and estate planning. For more information, please visit www.truepwa.com.