Center Street Capital Advisors (CSCA) is proud to continue its strategic expansion with the addition of the three‑person team that now forms TrueEdge Wealth Management of Center Street Capital Advisors. The group includes Managing Director Margo Hill and Senior Vice President Chad Thomas. Their arrival strengthens CSCA’s presence in New Jersey and reinforces the practices’ momentum in providing talented advisors with a supported independence solution.
“We believe that joining forces with Center Street gives us a better framework to serve our clients in a more meaningful way,” said Hill. “The ability to focus on what matters most and leverage the capabilities CSCA has built is a dream scenario, and we are excited for the next chapter.”
TrueEdge becomes the second team to join CSCA this calendar year and the fifth in the past 12 months. Their addition brings CSCA’s total assets under management to nearly $9 billion, underscoring the accelerating trend of advisors seeking a modern, independent platform with robust resources and support.
“Upon meeting Margo and Chad, I was captivated by their presence and felt an instant rapport. We share the same vision and values, along with a client‑first mentality,” said CEO Mark Klein. “Considering the choices a team of this caliber has, I’m humbled they selected Center Street to partner with them in serving clients. Their decision further validates our supported advisor model and strengthens our practice’s culture.”
Recent industry headlines have been dominated by advisor movement to various platforms within Wells Fargo Advisors. The momentum has only increased as people vote with their feet and embrace the optionality, flexibility and ownership structure of the independent platform, known industry wide as “Wells Fargo Advisors Financial Network (FiNet)”.
“The decision to join CSCA was driven by the culture the team has created and the platform that allows us to continue serving clients at a high level,” said Thomas. “We look forward to collaborating, sharing ideas, and contributing to this growing enterprise.”
CSCA recently celebrated its four‑year anniversary on May 12 and has grown to 62 professionals across four locations, with plans for continued expansion into additional markets. The practice was recently highlighted in an AdvisorHub feature, available here: How Advisors Can Win Big With the Freedom to Choose.
If you are interested in learning more about why advisors are choosing Center Street Capital Advisors, please reach out to hear more of our story.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Center Street Capital Advisors is a separate entity from WFAFN.
*As of June 9, 2026, total CSCA AUM was $8.9B.