Dynasty Financial Partners to Buy Breakaway Consultant TruClarity

TruClarity has “unique capabilities in the independent space, impressive team members, and are deeply committed to servicing their RIA clients,” Sam Anderson, head of corporate development at Dynasty, said in a statement.

“Dynasty is proud to be an advocate for female advisors becoming independent business owners and CEOs,” the firm also said. “As a senior leader in space, Ms. Stross will assist in these efforts. In early February 2023, the Dynasty Women’s Network hosted over 100 women from the Dynasty Network in St. Petersburg, [Florida] for two days of networking, professional development, and fun to help raise awareness around the RIA space being a wonderful place for women in finance.”

Stross said she looked forward to working with Dynasty to “continue to help power the independent movement, and in particular to help inspire more female advisors to find their way to the independent side of our business.”

Dynasty, meanwhile, “will continue to selectively look at acquisition opportunities with an eye towards providing better service to our RIA clients, helping them better care for their clients, and assisting them in building better businesses while continuing to grow our network of RIAs,” Dynasty CFO Justin Weinkle said.

 (Pictured: Pamela Stross)