Triad Advisors has recruited Strategic Wealth Advisors (“SWA”), a hybrid practice based in El Paso, Texas, with four advisors and $150 million in total client assets, according to a news release.
The addition of SWA to Triad’s corporate registered investment adviser, Triad Hybrid Solutions, underscores the value Triad offers entrepreneurial advisors seeking to bolster their growth, efficiency and client experience, the release said.
Led by Henry Gallardo, founding partner and head of investment management, SWA has more than three decades experience as a financial advisory, serving middle-income retirees and pre-retirees across southwest Texas.
Nathan Stibbs, Triad’s executive vice president and chief strategy officer, said from the first time his team met with the Triad team, they realized they were a perfect fit. “They possess all of the key intangibles we consider when adding new advisors. They’re entrepreneurial, ambitious and have potential for long-term growth,“ Stibbs said in a statement. “By leveraging our hybrid registered investment adviser platform, we believe they will be able to build a scalable model for growth and upgrade their technology, operations, and client experience,” he added.
Gallardo said Triad is the best partner for his team. “We believe they are well positioned to meet our business needs as we grow,” he said.