A group of advisors managing $600 million in client assets at Wells Fargo broke away from the company to start their own firm last week.
Led by 25-year veteran Brian Pultman, the new St. Louis-based registered investment advisor called Correct Capital Wealth Management will continue to focus on managing corporate 401(k) plans and retirement planning. Pultman is the lone founder and will serve as CEO of the new RIA.
Joining him are advisor and retirement plan specialist John Biedenstein and advisor and retirement plan educator Maggie Badolato. Client associates Rose Marie Gennaro and Megan Riggin are also joining the new RIA.
All of the them were previously part of the Pultman Wealth Management Group at Wells Fargo.
“By moving to an independent model, we now have the freedom and flexibility to provide a truly client-centric experience and tailor our offering and investment products to best suit the needs of our clients,” Pultman said in a statement. “We chose to work with tru Independence because of their honest, sincere and professional approach. Their integrity and best-in-class services gives us the confidence [we need to] service our clients to the high standard required.”
Founded in 2014, tru Independence provides middle- and back-office support to the 10 firms on its platform.
