Three Cord True Wealth Management, LLC

Vasilios Rizos is a CFP® and CFA® with six years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2022. Prior to this, he held roles at LPL Financial, Cetera Advisor Networks, Voya Financial Advisors, and several other firms. He is also involved with Three Cord Tax Solutions, an affiliated accounting entity providing tax preparation and related services. Three Cord True Wealth Management serves individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans with comprehensive financial planning and wealth management. The firm emphasizes diversified, asset-allocation-driven portfolios tailored to client risk tolerance and objectives, offering both direct management and third-party manager selection through LPL’s platforms.

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC with a Series 66 designation and six years of industry experience. Prior to joining Three Cord, Dana worked at Incline Equity Partners and has held roles at LPL Financial and other firms. Three Cord True Wealth Management serves individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans with comprehensive financial planning and wealth management services. The firm focuses on diversified, asset-allocation-driven portfolios and provides both discretionary and non-discretionary portfolio management, utilizing LPL Research and model portfolios.

James Garr is a financial advisor with LPL Financial and Three Cord True Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been associated with LPL Financial since 2014 and has operated Three Cord True Wealth Management, an independent advisory firm, since 2020. His other business activities include providing life, pension, long-term care, disability, and health insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research, model portfolios, and a variety of delivery options tailored to client needs.

Tod Arbutina is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2006 and previously at Cottrill, Arbutina & Associates PC for 26 years. In addition to his advisory work, he is the creator and investor of a software development project called Sanctuary through Our Data Revolution, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that constructs model portfolios and offers various strategic and tactical solutions, delivered through a large network of investment adviser representatives.

Robert Holdcroft is a financial advisor with Three Cord True Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Advisers, Rosenthal Wealth Management, Voya Financial Advisors, and The AYCO Company. He serves as a board member for the Marshall Heights Homeowners Association. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers a range of advisory services including portfolio management, retirement plan advisory, and IRA rollover guidance.

Nicholas Raught is a CFP® with nine years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC since 2020. He previously worked at LPL Financial and Cottrill, Arbutina Wealth Management Group. Outside of his advisory role, he is involved in a family-owned commercial real estate business. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers both direct management and third-party manager selection, supported by an affiliated accounting entity and licensed insurance professionals.