People Moves

Dynasty Boosts Network With New Oregon-Based Wealth Firm

Eliane Chavagnon Reporter 5 September 2012

Dynasty Boosts Network With New Oregon-Based Wealth Firm

Salem, OR-based True Private Wealth Advisors, comprised of two teams from Merrill Lynch Private Client Group, has joined Dynasty Financial Partners' network of advisors.

The two teams from Merrill, including branch manager Steve Altman, will combine to form the new firm. The Davis/Altman Group and the Gescher/Herber Group will remain as separate groups under the True Private Wealth Advisors name.

True Private Wealth Advisors specializes in retirement planning, college funding, business succession planning, philanthropic interests and capital preservation for high net worth clients. It is the fifteenth independent advisory firm to join Dynasty's wealth management platform.

Operating as the Davis/Altman Group, Brett Davis and Steve Altman will provide wealth management services to high net worth individuals, businesses, corporations and foundations.

Meanwhile, the Gescher/Herber Group, comprised of Todd Gescher and Jason Herber, work as a team serving a range of clients including corporate retirement plans, cash management accounts, non-profit organizations, family offices and individual investment accounts.

Also joining True Private Wealth Advisors from Merrill are senior registered client associates Rebecca Engeln and Deborah Parosa.

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