Guiding with Integrity: True West's Impact in Financial Services

True West Consulting’s recent WBENC certification is a significant milestone that underscores the company’s commitment to excellence and leadership in the financial services industry. Under the guidance of Nancy Harry and Kari Thiessen, this achievement highlights one aspect of what sets True West apart. However, the true measure of our success lies in our dedication to providing top-tier RIA compliance services and fostering strong, lasting relationships with our clients.

While the certification enhances our credibility and opens doors to new opportunities, it is our consistent delivery of exceptional service that truly defines True West. Nancy and Kari’s leadership is rooted in integrity, innovation, and a deep understanding of the unique challenges faced by RIAs. This recognition reinforces our role as a leader in the industry, not solely because we are women-owned, but because of our unwavering focus on client success and our ability to navigate the complexities of the financial regulatory landscape with a blend of creativity and pragmatism.

As we celebrate this milestone, we remain steadfast in our core mission: helping our clients achieve their goals with confidence and expertise. True West’s journey is a testament to the power of dedication, intuition, and a commitment to excellence. We hope that our success serves as an inspiration, demonstrating that with the right approach, significant achievements are within reach for all who prioritize integrity and client relationships.