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
Meet the TrueEdge Professionals
Individuals and Families
Providing comprehensive wealth management services to individuals and families.
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Corporate Executives
Addressing the challenges faced by corporate executives and business professionals.
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Business Owners
Offering guidance and investment counsel at every stage of business ownership.
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Pre-and Post-Retirees
Helping clients envision their future, save for retirement, and leave a lasting legacy.
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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 PLANNERTM professional
Chad Thomas has earned his CERTIFIED FINANCIAL PLANNERTM 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 CounselorSM (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.
Sports & Entertainment Accredited Wealth Management AdvisorSM - SE-AWMA®
Chad Thomas has earned the Sports & Entertainment Accredited Wealth Management AdvisorSM designation.
The SE-AWMA®, designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. The coursework to earn this deisgnation includes developing skills to help him analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
Wells Fargo Advisors is not a legal or tax advisor.
Forbes Top Women Wealth Advisors Best-in-State for 2023 and 2024
Margo Hill was named to the Forbes Top Women Wealth Advisors Best-in-State for 2023 and 2024. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
Forbes Best-in-State Wealth Advisor for 2024
Margo was also selected as Forbes Best-in-State Wealth Advisor for 2024. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). View Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
