RFG Advisory Unveils Two New Advisory Firms in CO and NY

RFG Advisory, a wealth management platform headquartered in Vestavia, AL, announced the launch of TrekNorth Investment Management in Colorado and Matterhorn Private Wealth in New York, expanding the firm’s presence in the Northeast region.

TrekNorth Investment Management was founded by Jarrod Biebel who was previously affiliated with Raymond James and Wells Fargo. His strategic partnership with RFG aims to leverage the firm’s platform to provide clients with a customized, technologically advanced financial management experience. Angelica Walter will also join as relationship manager. The team will operate in the Denver metropolitan area.

Matterhorn Private Wealth operates in Rochester and Buffalo in New York, founded by James Horn who was previously affiliated with Ameriprise. The firm aims to build a dynamic and client-centric wealth management practice with the help of RFG’s fully-integrated service model.

The launch of the two new firms are in line with RFG's recently refreshed brand and enhanced platform. This rebranding aims to redefine the advisor experience, empowering ambitious, entrepreneurial, and independent advisors to thrive.

Written By: Dakota

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