Muirwood Private Wealth Expands Team to Offer Multi-Generational Guidance
WALNUT CREEK, CA., February 15, 2022 /PRNewswire/ — Muirwood Private Wealth, an independent wealth management firm and partner of the Sanctuary Wealth Network, is expanding its advisory team with the addition of Trevor Christiansen as a wealth management partner. Trevor was previously Senior Associate, Accounting and CFO Advisory at Frank, Rimerman + Co.
“We have built Muirwood Private Wealth to be a business that will stand the test of time. We are extremely pleased with the growth of Muirwood in the two years since our launch, but we are not yet finished , which is why bringing a next-gen advisor to the team is so important,” said Ed ChristiansenCPFA, Co-Founder, Muirwood Private Wealth. “We have built long-term relationships with our customers. We want to give them the peace of mind that comes with knowing that we are planning for the future and positioning our business to serve them and their families for many years to come. years to come. . I am thrilled that my son, Trevor, has decided to be a part of this vision.”
“Many of our clients are business owners, and Trevor brings a skill set and analytical focus from his accounting background that will be extremely beneficial to this group,” said Chris KennyCFP, co-founder, Muirwood Private Wealth. “We welcome Trevor because he shares our core values and is committed to acting with integrity and constantly putting the needs of clients first.”
Having grown up around the professions of wealth management, Trevor Christiansen knew he wanted to pursue a career helping people manage their financial lives. AT San Diego State University, he majored in accounting with a minor in finance and interned with a team of senior vice presidents and portfolio managers at Merrill Lynch. After graduation, he joined Frank, Rimerman + Co., where he continued to develop his skills in several areas, including accounting, business processes, and M&A activities, while also having the opportunity to Helping Silicon Valley Clients Navigate Series B and Series C Fundraising and Debt Financing.
“I am excited about the challenge of helping Muirwood continue to grow. There are many unique opportunities in the industry and the company is designed to explore these different markets and help customers achieve their individual goals,” adds Trevor ChristiansenWealth Management Partner, Muirwood Private Wealth. “I’m also excited to learn all that Ed and Chris have to teach me. I just want to be part of this great team and add value in any way I can to the business and our customers.”
About Muirwood Private Wealth
Muirwood Private Wealth (muirwoodpw.com) is an independent wealth management firm based in Walnut Creekthe financial center of the north California East Bay. Led by co-founders Christopher KennyPCP® and Edward T. Christiansen, CPFA, the firm provides holistic financial planning and investment management to an audience of high net worth individuals, families and business owners. Through a combination of personal attention, responsive service and clear communication around the planning process, Muirwood Private Wealth seeks to provide clients with true financial peace of mind.
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service that their customers deserve. Sanctuary’s partnered independence ecosystem provides a comprehensive technology and operational platform, along with the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner firms in 22 states with over $19.0 billion in assets under advisement. The Sanctuary Wealth Group includes wholly-owned subsidiaries Sanctuary Advisors, registered investment adviser and broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Tax and Family Office.
SOURCE Muirwood Private Wealth