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intellicents Expands Wealth Management Footprint with Addition of True Wealth & Company
January 4, 2024
OVERLAND PARK, KS - intellicents continues to expand its wealth management presence in the Kansas City area with the addition of the True Weallth & Company services team. With this addition, intellicents will be adding $158 million AUM to their wealth management division, as well as six new teammates to their Overland Park, Kansas team.
“The True Wealth team aligns with our core values and commitment to comprehensive financial planning as a staple of our Wealth Management services,” stated Nick Madl, President of Wealth Mangement at intellicents. “As we continue on our path of worksite financial planning as the next big thing in employee benefits, it’s important we have the team and infrastructure to also serve business owners and executives. The Personal CFO model of True Wealth brings additional services that will be an integral piece as we continue to enhance the client experience.”
Founded in 2012, True Wealth has consistently served thrifty millionaires and successful business owners by preserving and growing their wealth. Their extensive wealth management services include business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning.
Bryan Sarff, Founder & CEO of True Wealth, expresses enthusiasm about the partnership: “Joining forces with intellicents is a significant milestone for us. This collaboration not only fortifies intellicents’ wealth management division, but also expands our capabilities to serve our clients, augmented by the strong intellicents brand. We look forward to adding our flavor to enhance the leadership intellicents has in workplace retirement plans, group benefits consulting, and wealth management.”
“We have always been actively involved with both educating and giving advice to our clients’ 401(k) participant base. Most of this effort has focused on the accumulation phase of retirement planning,” says Brad Arends, Co-Founder & CEO of intellicents. “Our plan sponsor clients now want us to assist their employees with the distribution phase, too. Bryan and his team will expand + enhance our capabilities to provide Personal CFO and Exit Planning services to our business owner clients.”
This acquisition marks a new chapter for both intellicents and True Wealth, combining strengths to redefine wealth management services in the Kansas City region and beyond.
intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, wealth management, worksite financial planning, and insurance consulting they are paving a smarter way for the American worker and their employer.
With headquarters in Eden Prairie, Minnesota*, and branch offices in Albert Lea, MN; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; Southlake and Austin, Texas, they serve almost 400 employers, with over 54,000 participants, and over $4.75 billion in retirement and another $1.46 billion in personal financial planning assets under management and advisement. More information about intellicents can be found at www.intellicents.com.