TrueWealth Ranked #1 Best Workplace for Women By Fortune Magazine and Great Place to Work®


Atlanta-based investment advisory firm claims top spot on inaugural list of best workplaces for women

ATLANTA – October 2, 2015 – TrueWealth is proud to announce that it has been ranked as America’s #1 best workplace for women. Based on the surveys of more than 130,000 women working in more than 600 companies around the country, Great Place to Work® and Fortune have recognized TrueWealth as the best of the best in their inaugural list of the 100 Best Workplaces for Women.

The list is one of a series of rankings based upon employee feedback from Great Place to Work® reviews. Women considered everything from the fairness of promotions to access to leadership to the level of support for employees’ personal lives. Scores also take into account how well-represented women are within the workforce, management, and executive positions, and how favorable women’s experiences are compared to the men also surveyed.

In their analysis of the survey data, Fortune and the Great Place to Work® culture experts found “the biggest strengths shared by these leading companies are also some of the most basic: rewarding work, a level playing field, and inclusive decision-making.”

Fortune highlighted the accomplishments of Principal, Amy Merrill proclaiming that “at TrueWealth women truly can have it all.” However, Ms. Merrill found the gender-specificity of the designation surprising: “We are so proud of this honor, but honestly it seems unusual to be reviewed as a best place specifically for women to work. We work hard to create a great place to work for everyone and it’s nice to have others take notice,” she said.

“At TrueWealth, we care about our employees. It is an integral part of our core values,” said Jim Heard, President & CEO, TrueWealth. “We’re not trying to create a great workplace for women. We’re just trying to create a great workplace,” he says. “And perhaps because of that focus, we are no strangers to such lists. As of this year, we have ranked in Atlanta Business Chronicle’s Best Place to Work in Atlanta and Atlanta’s Top 25 Money Managers, along with CNBC’s Top 100 Fee-Only Management Firms in the US. We consider this particular honor exceptionally notable because the recognition is based on our employee’s personal assessments of the quality and fairness of our workplace.”

About TrueWealth

TrueWealth, formerly Windham Brannon Financial Group, provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals.

For more information on the TrueWealth experience, visit Follow us on LinkedInFacebook and Twitter.

Betsy Pass

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