TrueEdge Wealth Management Group of Wells Fargo Advisors provides comprehensive investment advice and financial counsel. Our name embodies our core values and commitment to you­, our valued clients. We prioritize providing transparent and innovative financial guidance, always putting your best interests first. Through our continuous research and commitment to education and knowledge, we strive to anticipate market and economic trends, allowing us to effectively safeguard and grow your wealth.  

Working to be true stewards of your wealth

An Experienced, Highly Credentialed Team of Professionals

Certified Divorce Financial Analyst (CDFA^®)

Margo Hill is a Certified Divorce Financial Analyst (CDFA^®). She provides financial guidance to individuals facing divorce, collaborating with their attorneys and other advisors through all stages of the divorce process. In addition to her strong wealth  planning background, she has completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce and its long term effects on finances.

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

CERTIFIED FINANCIAL PLANNER^TM professional

Chad Thomas has earned his CERTIFIED FINANCIAL PLANNER^TM professional certification. The CFP^® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn the CFP^®, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP^® Board's Code of Ethics and Professional Responsibility.

Chartered Retirement Planning Counselor^SM (CRPC^®)

Margo Hill has earned her CRPC^® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor^® she focuses on client centric problem solving as she assists clients planning for retirement, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, employing tax efficient strategies, projecting and meeting retirement cash flow needs, and helping with asset management and estate investment planning.