Tableaux Wealth, based in Stockbridge, Mass., has launched as a wealth management practice by affiliating with TruClarity Wealth Advisors, a registered investment advisor headquartered in Tampa, Fla., a June 8 news release said.
The founders of TruClarity Management Solutions launched TruClarity Wealth Advisors in 2019. The RIA’s tuck-in affiliation model offers entrepreneurial advisors as much independence as they want, including the support they need to launch an independent RIA when the time is right.
Financial advisor Matthew Chester will lead Tableaux as managing partner and principal advisor. The Tableaux team also includes Shelley Wojtkowski, director of client services.
Before founding Tableaux Wealth, Chester was a senior vice president at RBC Wealth Management, where he oversaw approximately $133 million in assets under management.