True Alpha Wealth Management

True Alpha Wealth Management, with its slogan "Today. Tomorrow. Together.," is a goals-based wealth management team that focuses on catering to affluent individuals, families, and businesses. The company offers securities through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC, and provides Investment Advisory Services through Kestra Private Wealth Services, LLC. True Alpha Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS, although the two entities are not affiliated. It's worth noting that neither Kestra IS nor its affiliates offer tax or legal advice. The company's services are limited to residents of the United States, and it operates within the jurisdictions where its representatives are properly registered. Despite its comprehensive offering, not all products and services listed on its site may be available in every state or through every representative or advisor. For more information, interested parties can contact the Kestra IS Compliance Department at 844-553-7872. True Alpha Wealth Management was founded in 2018 and caters to industries including Finance, Financial Services, Insurance, and Wealth Management. Overall, True Alpha Wealth Management appears to be a relatively new player in the wealth management industry, aiming to provide tailored financial solutions for its affluent client base.