STOCKBRIDGE, Mass, June 8, 2021 / PRNewswire / – Tableaux Wealth, located in Stockbridge, Mass., announces the introduction of its wealth management practice. Tableaux Wealth was founded to help clients take control of their financial lives by developing comprehensive strategies tailored to their individual goals.
Matthew Chester, CERTIFIED FINANCIAL PLANNER™ Professional, will lead the firm as Managing Partner and Principal Advisor. He will work closely with Shelley Wojtkowski, Director of Client Services, and together they will help clients bring all aspects of their financial lives together. Prior to founding Tableaux Wealth, Chester was Senior Vice President at RBC Wealth Management where he was roughly in charge of the oversight $ 133 million in assets under management. Trained in both law and finance, Chester brings a dual perspective to his role when it comes to translating complicated topics into easy-to-understand advice.
“I needed to be able to have a company that was flexible and able to adapt to best serve customers,” said Chester. “Our partner, TruClarity Wealth Advisors, stood out for me because of its ability to adapt to my needs and the needs of the clients we serve.”
Tableaux Wealth offers a range of services including financial planning, investment management, tax strategies, insurance planning, estate planning, wealth transfer and educational services. They strive to create innovative solutions for clients that take into account both their values and their financial goals.
“We are honored to work with the Tableaux team and be part of their success,” said Pamela Stross, President and CEO of TruClarity Wealth Advisors. “It’s so fulfilling to see Matt make the leap into the independent world.”
TruClarity Wealth Advisors offers proven solutions to facilitate the transition to independence and corporate ownership. Consultants are guided through the process to ensure a successful rollout and are given the resources and structures they need to support themselves after the rollout.
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About TruClarity’s investment advisors:
TruClarity Wealth Advisors supports advisors in building their own brand and business and supports them on the path to autonomy and to develop their full potential as independent advisors.
Investment advisory services are provided by TCWP LLC, a registered investment advisor with principal place of business in Tampa, Florida. Tableaux Wealth is a DBA of TCWP LLC and is based in Stockbridge, Massachusetts. Advisory services are only offered to clients or prospects for whom Tableaux Wealth and its agents are properly licensed or exempt from licensing. Past performance is no guarantee of future returns. Investing involves risks and a possible loss of capital. Tableaux Wealth is not allowed to provide advice unless there is a customer service agreement in place.
SOURCE TruClarity Investment Advisor