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Deals & People September 13, 2013
Texas Firm Launches on LPL Platform
TrestleBridge Capital of Austin, Texas, launched with
approximately $100 million in brokerage and advisory assets under management
with LPL Financial.
Reported by PLANADVISER staff
Andrew Gonski, with 15 years experience in financial services, is principal of the independent advisory firm, which will focus on holistic wealth management services to mass affluent and high-net-worth individuals and families. TrestleBridge Capital has five employees and will serve clients nationally from its Austin headquarters.
TrestleBridge Capital has been launched in collaboration with LPL Financial, the independent broker/dealer and custodian. The relationship with LPL Financial will provide TrestleBridge Capital with access to a technology, research and practice management solutions and allow
Texas has a rising demand for independent financial counsel, Gonski said, and the firm’s brand conveys its value proposition of hands-on advisers who can connect high-net-worth investors with sophisticated financial solutions, while integrating these solutions within a broader holistic plan that supports their life goals.
TrestleBridge Capital advisers will conduct brokerage activities directly through LPL Financial and provide fee-based advisory services through Flagship Harbor Advisors LLC, a registered investment advisory (RIA) firm in Boston.