We listen, identify options, and then create a plan that’s right for you.
What We Do
True North is not just about wealth management. We’re about building an ongoing relationship with you. We want to walk alongside you until long after your retirement. We do this by understanding your complete financial situation, determining what you most want from your life’s journey, and creating the ideal route to get you there.
Our comprehensive financial planning services include:
- Estate planning
- Charitable contributions and legacy plans
- Investment management
- Retirement planning
- Education financing
- Income tax optimization
- Risk management strategies (insurance: life, property, long-term care)
We develop and implement your financial plan, tailored to your unique situation and phase of your life. We meet with you periodically to assess if any events in your life or any changes to your goals require a modification of your plan.
True North acts as a fiduciary, meaning we are legally bound to put your interests ahead of ours. Always. Our compensation is earned on a fee-only basis.
What We Don't Do
We avoid conflicts of interest because we do not sell any financial products for which we earn a commission. Such incentives can cloud the recommendations of financial advisors and undermine the faith and confidence clients have in their advisors.
We don’t sell insurance, prepare income tax returns, or produce legal documents such as wills or trusts. Instead, when appropriate and requested, we provide recommendations of qualified, trustworthy professionals to perform this work. True North receives no referral fees in return for making such recommendations.