Three advisors have partnered with TruClarity in Tampa, Fla., to launch QP Wealth, an independent wealth management practice in Eatontown, N.J., serving entrepreneurs and families, according to a news release.
QP Wealth Management co-founders James Lloyd, Thomas Leidner and Lisa Heerwagen reportedly managed $215 million in client assets at Morgan Stanley before starting the firm.
QP Wealth will provide clients with wealth strategies, estate planning, family governance, wealth education, business succession planning, tax strategies, philanthropy management, life stage navigation service, and lifestyle and private healthcare advisory services, according to the news release.