Trust Alliance Wealth Partners LLC

Trust Alliance Wealth Partners is an independent investment advisory firm based in Owensboro, Kentucky, founded in December 2021 by principal owner Michael T. Mather. The firm specializes in continuous investment management services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Trust Alliance Wealth Partners creates customized investment programs by allocating client assets primarily among exchange-traded funds and mutual funds, utilizing a proprietary technical analysis and trend-ranking system developed by Nasdaq DW. The firm manages accounts on a discretionary basis, meaning they make trading decisions on behalf of clients after receiving written authorization. Trust Alliance Wealth Partners requires clients to hold their assets at Charles Schwab & Co., Inc. as custodian. The firm does not have account minimums, though an initial meeting is held to ensure alignment between client goals and services. Trust Alliance Wealth Partners does not provide legal or accounting advice, and clients are encouraged to coordinate financial strategies with their respective attorneys or accountants.