ATLANTA, Oct. 25, 2016 /PRNewswire/ — TrueWealth is pleased to announce that Michael Maiorano, CFP®, CPA/PFS, has been named the president of the leading Atlanta wealth management services firm. Jim Heard, who founded TrueWealth in 1999 as Windham Brannon Financial Group, remains CEO and board chairman. The executive changes are effective immediately.
A sought-after CPA for more than a decade, Maiorano joined TrueWealth in November 2014 from the Atlanta-based tax, audit, accounting and advisory services firm Windham Brannon. An authority on a variety of complex income tax issues, he focuses on business succession and wealth transfer planning. He was honored earlier this year with a “Standing Ovation” award from the American Institute of CPAs (AICPA) for his contributions to personal financial planning.
“Through our relationship with Windham Brannon, we enjoyed working with Michael and saw him as a leader who exemplified our core values,” said Jim Heard, TrueWealth CEO. “As a company, we are thrilled Michael will be at the helm because he shares our vision for setting a new gold standard in wealth management. I’m confident in Michael’s ability to successfully advance the company now and in the future.”
A native of Atlanta, Maiorano lives with his family in Smyrna. Equally at home in the boardroom or on the playing field, he enjoys T-ball with his kids and CrossFit. Maiorano also places a high value on community service and volunteers regularly with StreetGrace, the Atlanta Community Food Bank, GSCPA’s Financial Literacy Program and the Red Cross.
In addition to Maiorano’s AICPA award, TrueWealth as a company has won many awards recently:
Great Place to Work® and Fortune
- 2016 #4 Best Workplaces in Financial Services in the U.S.
- 2016 Top 50 Best Small Workplaces in the U.S.
- 2015 #1 Best Workplace for Women in the U.S.
- 2016 Best Place to Work in Georgia
Atlanta Business Chronicle
- 2016, 2015 and 2014 Atlanta’s Best Places to Work
TrueWealth provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals. For more information on the TrueWealth experience, visit www.truewealth.com. Find and follow the firm on LinkedIn, Facebook and Twitter.
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SOURCE Atlanta Daybook on behalf of TrueWealth, LLC