True Wealth Advisory Group

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--> Home - True Wealth Advisory Group We help lead your financial life, so you can lead your ideal life. MEET TRUE WEALTH ADVISORY GROUP We help lead your financial life, so you can lead your ideal life. MEET TRUE WEALTH ADVISORY GROUP : OUR SERVICES Being a boutique, independent firm means we are beholden to none; rather, we work directly and only for our clients. Goals-Based Planning Tax Estate Planning Investment Management True Portfolio Cost Analysis Strategic Lending Family Office Services ; : A TRUSTED PARTNER IN SCHWAB We ve joined the platform of an industry leading financial firm to offer you the best. : TRUE WEALTH ADVISORY FEATURED IN THE WALL STREET JOURNAL Top Tasks for Advisers: Educating Clients on the Impact of Investment Costs READ ARTICLE MEET THE TEAM Marc Shachtman Marc Shachtman is the Founder and CEO of True Wealth Advisory Group, located in Miami, Florida. Prior to the creation of True Wealth Advisory Group, Marc served as Executive Director and Senior Banker at J.P. Morgan Private Bank. Prior to joining J.P. Morgan, Marc was a Vice President in the Investment Management Division at Goldman, Sachs Co. Monica Izquierdo Monica is fully committed to providing a first-class client experience. She has more than 15 years of relationship management experience in the financial industry and private wealth management. Meet the Team view team meet the team We utilize our True Portfolio Cost Analysis process to show the not-so-transparent costs of your portfolio a

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