About Us
Combining human experience with the latest in digital technology.
Boutique benefits, institutional expertise
We combine the advantages of a boutique wealth management firm with an institutional level of sophistication. Cumulatively, our team has hundreds of years of experience in the financial services industry and we operate on the belief that the whole is greater than the sum of the parts.
We know that it takes exceptional people to offer exceptional service. That’s why each TruWest employee joins our team not just for their expertise, but for who they are beyond the job.
Every client is unique, and so is the service we build around them. Our role is to help you navigate life’s journey so you can achieve financial freedom faster. We are your financial advisors, not product sales people - our interests are aligned with yours, all of the time.
Merging human experience with the latest in digital technology
We work with some of the industry’s leading technology platforms to improve performance, automate processes, and minimize stress all while providing clients a better user experience.
Combined 90 years of experience and the drive to create a better company.
Shackled by the proprietary constraints of the captive and career models of the financial services industry, founding members Kevin Lonergan and Ryan Mooney decided there was a better way to advance the goals of the Advisors and clientele for whom they were responsible. TruWest Wealth Management and its independent spirit were born out of the desire to put the Advisor and their clients ahead of those corporate quotas that serve neither.
Rounding out the partnership is Rory Hart. His background in the independent advisory and strategic alliances falls in lockstep with TruWest’s values and the vision of service to their Advisors and clients. Collectively, they bring 90 years of experience in the financial services industry which by any measure has been successful. Now they look forward to helping bring success to those looking for a better way to do business with, and within our industry.
Rory J.D. Hart, AIF
Partner & COO
Rory is a 30-year financial services veteran who established his first Registered Investment Advisory firm in the 1990’s. Rory has held Regional VP positions in the Institutional Portfolio Management, as well as the Wholesale channels for both VA’s and 401k’s. He has successfully twice built and sold Financial Planning practices over the past two decades.
Ryan Mooney
President and CFO
Ryan Mooney was the CFO and COO of MassMutual Pacific and is the other partner who bring 12 years in this industry as well as 20+ years starting and running companies. Ryan has had 3 startups with two of them being successfully sold.
Kevin Lonergan
CEO
Kevin was the Senior Vice President of MassMutual Pacific (MMP). Kevin is a high performer with a 20-year average of being in the top 5% of leaders ranked nationally. He brings 35+ years’ experience in this industry from everything from running the company to producing.
949-345-1347
info@TruWestWM.com
TruWest Financial agents who are also registered representatives of Cadaret, Grant & Co., Inc based on individual registrations, can offer Investments to residents of CA, Cadaret, Grant & Co., Inc is a member FINRA & SIPC. Advisory services are offered to residents of CA through Representatives of Cadaret, Grant & Co., Inc. Cadaret, Grant & Co., Inc. and their representatives do not offer legal or tax advice. Cadaret, Grant & Co., Inc is not affiliated with TruWest Financial.
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