May 27, 2020
By Ian Wenik
A team of ex-UBS advisors in California has launched its own TruClarity-backed RIA.
Father-and-son duo Nick and Bryan Garris, along with Orlo Elfes, have launched TriaGen Wealth Management in Calabasas, Calif. The team managed around $330m while at the wirehouse.
‘Becoming an independent fiduciary was a natural progression that aligns with our priorities as a family-run business,’ said TriaGen managing partner Bryan Garris, Nick’s son. ‘We are grateful to TruClarity Management Solutions for helping us navigate this transition.’
