Academically Sound Financial Planning Delivered with

Integrity.

Serving clients with a minimum of $500,000 in investable assets.

Financial Advisory Services

We specialize in high net worth clients: the elite intellectual specialists of America.

We know what you expect from the company you trust to help plan your future and manage your hard-earned money. In short, you expect from us the same intellectual rigor, creativity, and discipline that your own profession demands of you. We also know what it takes to meet that high standard. Over the years, we have consistently gained the trust of top earners, who have—within their first few meetings at TrueNorth—discerned both the exceptional craft and unflinching accountability with which we approach our fiduciary role.

Our Services

We are Certified Financial Planners

Our clients understand that they won’t get a second chance at building a strong net worth, and that serious setbacks can mean retiring with less money, working longer, or both.

That is why our clients trust us to help them develop a personally-tailored, academically-sound, evidence-based financial plan capable of weathering the storms that are inevitable on the path to retirement.

No frills, no fluff, no commissions.

Meet Our Team

Our Financial Services

Wealth Management Planning

As a comprehensive approach to improving your financial situation, our financial advisory services can help you take control of your wealth and wealth distribution while helping to map out your financial future.

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Estate Planning

Estate planning not only allows you to avoid unnecessary taxes, court costs, and attorney fees, but it also removes the burden of organizing your estate from the shoulders of your loved ones.

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Investment Planning

Investment and retirement plans go hand-in-hand, as investing is one of the primary means by which successful retirement is possible. We utilize only highly available, registered funds from investment firms whose philosophies match our drive for high performance.

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Retirement Planning

We assist clients at every stage of retirement and distribution planning, building client wealth and effectively guiding wealth distribution during your retirement years.

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Insurance Planning

Even the grandest plans can go awry. A well-designed insurance plan helps ensure you are covering your assets without purchasing more insurance than you really need, all the while maintaining the peace of mind that you and your family require.

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Income Tax Planning

As your wealth grows, planning your income taxes becomes more complex. We do not prepare your tax return, but we do give it a thorough look to ensure that you’re minimizing your tax burden.

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401(K) Solutions

If you are a business owner, we can help you craft the best plans for retirement and 401(K) packages to meet the needs of your employees.

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College Savings Plan

Saving for your kids’ college can be expensive, especially nowadays. With our financial advisory services, we’ll help you put together a plan to start saving for college, so that you will be well prepared when the day finally arrives.

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Fee-Only Financial Advisors

As fee-only financial advisors we provide objective advice without influence from commissions or referrals. Our financial advisor services range from estate planning to insurance planning with an expertise specific to wealth management. Learn more about the difference between fee-only financial planners and commission based financial advisors.

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Salt Lake

Logan

St. George

Boise

Financial Advisory Services

No frills, no fluff, no commissions.

Financial advisory services and objective advice without influence from commissions or referrals.

Our financial advisory services range from estate planning to insurance planning with an expertise specific to wealth management.

Learn more about the difference between fee-only financial planners and commission-based financial advisors.

Headquartered in Salt Lake City, TrueNorth Wealth provides the best-rated local financial advisory services to families across Salt Lake County and all of Utah, helping you plan for college, retirement, and everything else in between.

Our Financial Advisor Approach

Our approach to financial planning is simple. We utilize fee-only financial services only. That means we aren’t driven to sell you on products or services simply for a commission.

Our financial planning approach is based on two simple goals: (1) Full transparency in the all-too-often opaque market. We love to teach, and we want you to understand the decisions behind your investments. (2) Logical and savvy investment methodologies. We pride ourselves on an academically sound financial planning approach.

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