PORTLAND, Ore.–(BUSINESS WIRE)–tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory firm, Conquis Financial LLC, with more than $200 million of assets under management (AUM). Simmonds selected tru for advisor advocacy, business support, access to compliance expertise and comprehensive investment services.
Jennifer has been in the wealth management industry for over 35 years, with a primary focus in managing financial services for high net worth individuals. Activities included extensive consultation and support to the investment advisors and their clients through the utilization of a full balance sheet and financial planning approach. Identification and deployment of services, ranging from banking and customized lending, investment management and insurance, and detailed estate and tax planning.
Jennifer has a very strong trust background and has become a liaison for third-party fiduciary trust services across the country. Enabling investment advisors and their clients to maintain investment advisor consistency, while providing beneficial tax situs, creditor protection, and legacy planning if required.
Jennifer’s strength is relationship management. Providing services and solutions to the advisor, while ensuring prompt responsiveness to inquiries.