TruClarity Management Solutions Supports TriaGen Wealth Management to Launch Independent Advisory

  • TriaGen Wealth Management today announces the launch of its registered investment adviser.

  • TriaGen offers a range of professional advice spanning financial planning and portfolio management. Business owners, executives and families.

  • TruClarity Management Solutions provides advisors with proven solutions to ease the challenges of transitioning to independence and business ownership.


California-based TriaGen Wealth Management today announces the launch of its registered investment adviser, created to help individuals and families implement cohesive financial plans and lasting legacies.

Bryan Garris, CFP®, CEPA operates the independent firm alongside his father, Nick Garris, CFP® and co-founding partner, Orlo Elfes. Leslie Sagers acts as the firm's operations manager, helping to cultivate an environment of positivity and efficiency.


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We are excited to launch TriaGen Wealth Management as this allows our team greater flexibility when providing comprehensive wealth management solutions. Becoming an independent fiduciary was a natural progression that aligns with our priorities as a family-run business, We are grateful to TruClarity Management Solutions for helping us navigate this transition every step of the way. Through collaboration, we relied on TruClarity's expertise and experience as they helped make our vision a reality.

- Bryan Garris, CFP®, CEPA, Managing Partner.


TriaGen offers a range of professional advice spanning financial planning and portfolio management. Business owners, executives and families at all stages of life are offered personalized plans to align finances with future goals.

"We are incredibly fortunate to work with the amazing team at TriaGen," said Pam Stross, CEO of TruClarity Management Solutions. "It is exciting to work alongside them as they realize their dream of becoming an independent firm."


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TruClarity Management Solutions provides advisors with proven solutions to ease the challenges of transitioning to independence and business ownership. Advisors are guided through the transition to ensure a successful launch and are provided with back office services post break.


About TriaGen Wealth Management:

TriaGen Wealth Management is a comprehensive wealth management firm/registered investment adviser focused on financial planning and portfolio management. TriaGen assists individuals and families in achieving their financial goals by helping them clarify what they want to accomplish in life and why, and then work together to align their wealth with their goals and values.


About TruClarity Management Solutions:

TruClarity Management Solutions is a trusted solution for financial advisor independence and life beyond the leap. Offering a comprehensive transition solution, the team equips advisors with a robust, turnkey platform to support their firm's day-to-day activities. Learn more: MyTruClarity.com

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