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QP Wealth Management Launches RIA with Help from TruClarity

Article featured in Financial Advisor IQ on July 3, 2019

Morgan Stanley Breakaway Trio Launch RIA

A trio of former Morgan Stanley brokers have launched their own RIA in Eatontown, N.J., according to TruClarity, the turnkey platform provider that assisted the team in the transition.

Co-founded by James Lloyd, Thomas Leidner and Lisa Heerwagen, QP Wealth Management offers wealth management and estate, business succession, tax and philanthropy planning, along with “private healthcare advisory,” to entrepreneurs and families throughout New Jersey and across the country, TruClarity says in a press release. The three founders are joined by director of client services Whitney Struble, also from Morgan Stanley, according to the press release.

Read full article at Financial Advisor IQ.

 

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