TrueWealth, LLC, one of Atlanta’s leading providers of wealth management services, honored as one of the top 50 small places to work in U.S.
ATLANTA, Oct. 13, 2016 /PRNewswire/ — TrueWealth, LLC, one of Atlanta’s leading providers of wealth management services, has been honored as one of the top 50 small places to work in the U.S. The company, which has 29 employees, was recognized on Best Small and Medium Workplaces List, announced by the consulting firm Great Place to Work® and Fortune at an event on Tuesday night in Austin, Texas.
The award is based on employees’ anonymous responses to an extensive survey about their levels of trust, pride and camaraderie at work. Companies with fewer than 100 employees competed for a spot on the Small Workplaces list.
“It is truly an honor to be ranked on this national survey,” said Jim Heard, TrueWealth CEO. “These results bolster our commitment to live our core values each day because it’s based on the feedback of our team members. It is our goal to bring to our employee relationships the same integrity, caring and excellence that is integral to our client relationships.”
In addition to the positive work environment which is clearly resonating with its employees, TrueWealth offers team members many other benefits. Employees enjoy a generous holiday schedule in addition to four weeks paid time off, 100 percent coverage of employee premiums for group medical dental and vision insurance, a section 125 “cafeteria” plan, a wellness program and access to on-site fitness facility, paid parking, and bonuses for business development and employee referrals.
The Best Small and Medium Workplaces is one of a series of rankings by Great Place to Work and Fortune based upon employee survey feedback from Great Place to Work-CertifiedTM organizations.
TrueWealth and its team members have earned numerous awards and recognitions. These include:
- #1 Best Workplace for Women in the US | Fortune and Great Place to Work® (TrueWealth, 2015);
- #4 Best Workplaces in Financial Services in the US | Great Place to Work® and Fortune (TrueWealth, 2016);
- Best Places to Work in Georgia | Georgia Trend (TrueWealth 2016);
- Top 11 Best Financial Advisors in Atlanta | AdvisoryHQ’s list of the (TrueWealth, 2016);
- American Institute of CPAs Standing Ovation Award | AICPA (Michael Maiorano, 2016);
- Top 150 RIA Firms in the US | Financial Planning Magazine‘s (TrueWealth, 2016);
- Atlanta’s Best Places to Work | Atlanta Business Chronicle (TrueWealth, 2016, 2015 and 2014); and
- Top 100 Fee-Only Wealth Management Firms in the US | CNBC Digital (TrueWealth, 2015 and 2014).
TrueWealth provides independent wealth management services to individuals and families. Founded in 1999 and based inAtlanta, 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.
About The Best Small and Medium Workplaces:
Published together with our partner, Fortune, the Best Small & Medium Workplaces rankings are based entirely upon feedback from more than 52,000 employees at Great Place to Work–Certified companies. Employees completed our anonymous Trust Index© survey, answering questions about how frequently they experience the behaviors that create a great workplace, including, for example, their assessment of the honesty and quality of communication by managers, degree of support for employees’ personal and professional lives and the authenticity of relationships with colleagues.
Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Winning a spot on this list indicates the company has distinguished itself from peers by creating a great place to work for all – not only do the majority of their employees experience the company as a great place to work, but this experience is consistent across the organization, regardless of gender, race/ethnicity, job role, or other personal characteristics. The companies with the highest employee ratings compared with organizations of the same complexity in size and scope were selected for the list. Companies with fewer than 100 employees compete for placement on the 50 Best Small Workplaces list, and companies between 100 and 999 employees compete for placement on the 100 Best Medium Workplaces list.
About Great Place to Work®
Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. Through proprietary assessment tools, advisory services, and certification programs, including Best Workplaces lists and workplace reviews, Great Place to Work® provides the benchmarks, framework, and expertise needed to create, sustain, and recognize outstanding workplace cultures. In the United States, Great Place to Work® produces the annual Fortune “100 Best Companies to Work For®” and a series of Great Place to Work® Best Workplaces lists, including lists for Millennials, Women, Diversity and over a half dozen different industries.
Follow Great Place to Work® online at www.greatplacetowork.com and on Twitter at @GPTW_US.
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