Why Choose TrueNorth?
What makes us different
- Fee-Only Advisors, Focused on You
We don’t earn commissions or sell financial products. Our only focus is on what’s best for you — delivering clear, unbiased advice designed to grow and protect your wealth.
- A Relentless Focus on Tax Savings
Taxes can take a significant bite out of your wealth. We prioritize tax-efficient strategies in everything we do, helping you pay less over your lifetime and keep more of what you earn.
- Fiduciary Commitment
As legal fiduciaries, we are required to act in your best interest at all times. That means full transparency, no hidden agendas, and financial strategies built solely around your goals.
- Research-Backed Investment Strategies
Our investment decisions aren’t based on speculation or trends. We use evidence-based, academically sound strategies designed to help you maximize returns, minimize risk, and align with your long-term financial objectives.
- A Comprehensive Approach to Wealth
Your finances don’t exist in silos. We integrate investment management, tax planning, retirement strategies, and estate planning to ensure every piece of your financial life is working together effectively.
- A Smooth, Stress-Free Transition
Switching advisors can feel overwhelming, but our dedicated transfer team handles the entire process, making your move to TrueNorth Wealth as seamless and worry-free as possible.
- Proactive Ongoing Support
Financial plans aren’t something you set and forget. We work with you throughout the year, making adjustments as needed to keep you on track as markets shift and your life evolves.
- Here When You Need Us
Financial questions don’t follow a schedule, and neither do we. Whether you’re facing a major decision or just need quick advice, we’re always available to provide expert guidance.
- No Forced Commitment, Just Real Value
We believe in earning your trust, not locking you into contracts. Our clients stay with us because they see the value in what we do — not because they have to.
- A Trusted Partner for Business Owners
Business owners face unique financial challenges, from retirement planning to business succession. We provide tailored strategies to help you minimize taxes, grow your business, and plan for the future.
Founded in 2006, TrueNorth Wealth has grown to manage over $1 billion in client assets, guided by an unwavering commitment to delivering exceptional value and trusted advice to help our clients achieve their financial goals.
As fee-only fiduciaries with more than 70 years of combined experience, our advisors are dedicated to putting your best interests first — always.
Questions we help you answer
Am I paying too much in taxes?
We implement tax-efficient strategies to help you reduce your lifetime tax burden and keep more of what you earn.
Am I on track for retirement?
We create a personalized retirement plan, then provide ongoing guidance to help you stay on track — adjusting as needed to keep your future secure.
Am I making the right investment decisions?
Our evidence-based investment strategies provide clarity and confidence, with portfolios designed around your unique needs.
Am I missing financial opportunities?
Our proactive approach uncovers potential gaps, from tax savings to investment strategies, to help you grow and protect your wealth.
What if something happens to me?
We help you plan for the unexpected — ensuring your estate is protected, your wishes are carried out, and you have the right safeguards in place if you’re unable to work.
Is my business's retirement plan set up for success?
We design and manage 401(k) and other retirement plans to help maximize benefits for you and your employees while optimizing tax savings.
Not all Fiduciary Standards are created equal
Did you know that there are multiple fiduciary standards?
Some only apply in specific circumstances – which means that advisors who call themselves fiduciaries aren’t necessarily putting your needs first across every situation.
At TrueNorth we uphold the highest fiduciary standards across all of our services.
We are legally and ethically bound to put you first – not just when required in specific circumstances – but always.
Working with us
What to expect from your first call onward
Step 1: Schedule Your Strategy Session
It all starts with a conversation. In your first meeting, we take the time to understand your financial situation, answer your questions, and provide initial insights and recommendations tailored to your goals.
Step 2: Deep Dive and Data Gathering
If we’re a good fit, we move into a more detailed review of your finances. We’ll ask the right questions, analyze your tax situation, investments, and financial structure, and start identifying opportunities to optimize your plan.
Step 3: Personalized Recommendations
After carefully reviewing your financial picture, we present clear, actionable recommendations. Whether it’s tax-saving strategies, investment adjustments, or retirement planning, we ensure every step aligns with your long-term vision.
Step 4: Seamless Implementation
We don’t just hand you a plan — we help put it into action. From coordinating with your CPA and attorney to managing investments and streamlining the transition process, our team ensures everything is executed efficiently.
Step 5: Ongoing Support and Proactive Planning
Your financial life isn’t static, and neither is our approach. We meet regularly to track progress, make adjustments as needed, and keep you informed about new opportunities, tax changes, and market shifts. Whenever questions arise, we’re always here to help.
Commonly asked questions
- Who do you work with?
We work with individuals and business owners who want expert financial guidance. Our best-fit clients:
– Have $500,000+ in investable assets
– Are looking for a long-term partnership
– Want a comprehensive plan that ties together all aspects of their finances
- How is your fee structure set up?
TrueNorth Wealth is a fee-only firm, meaning we don’t earn commissions, kickbacks, or incentives for recommending certain investments. We charge a small fee based solely on the assets we manage — aligning our success with yours. Unlike other firms that generate revenue regardless of performance, we are fully invested in helping your wealth grow.
- Are there any commitments involved with the free strategy session?
None at all. This session is a chance for us to get to know you, understand your financial goals, and offer initial advice and recommendations completely obligation-free. Whether or not you choose to move forward is entirely up to you.
- Will there be a sales pitch?
No. We believe great client relationships are built on trust, not pressure. Instead of a sales pitch, we focus on delivering real value in our conversations, allowing you to decide if we’re the right fit for your needs.
- Is it hard to schedule a strategy session?
Not at all! We make it easy by offering meetings virtually, over the phone, or in person at one of our offices. Give us a call to get started.
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
Give us a call at
or visit our contact page to send us an email.