Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired TruWealth Advisors a $3.1 billion wealth management firm based in the greater New Orleans area with offices in Mandeville and Metairie, La. This acquisition establishes Waverly’s presence in Louisiana and supports the firm’s continued growth strategy as it expands into new markets across the South.
Founded in 2020 by Chuck Simmons, TruWealth has swiftly built a strong reputation for providing trusted financial advice and personalized portfolio management for its clients. Simmons leads the firm alongside Jim Parrie, general manager and COO, and together they have built a client-focused team serving individuals and families. Today, the firm is supported by a team of 31 professionals and is known for its custom
