True Equity Wealth Management LLC

Managing your money doesn’t have to be difficult or overwhelming. A lot of times we have the best of intentions to get started saving or investing for the future but then life gets in the way. This is understandable because we’re all busy and have different priorities that need our attention. We are here to help you. We act as a long-term partner to simplify your decision-making process and help you implement your financial plan so you can get the most out of your money.

Our process:
We start the process with an introductory call. This is where get to know who you are and what exactly you're trying to accomplish. We ensure that all of your questions are answered and have a good understanding if we're the right fit for one another. We have various financial planning options depending on the scope of engagement and full-service investment management.

At times, a follow-up meeting will be scheduled if additional information is needed to review or provide recommendations. We utilize financial planning software to help clients stay informed about their money. We use this as a collaborative tool to work together to produce better outcomes.

Fiduciaries:
We are fiduciaries. We are obligated to always act in the best interest of our clients.

Transparent Pricing:
Always ask how your advisor is paid. We do not accept commissions of any kind. We charge a fee for assets under management and/or financial planning fees depending on the need of the client.

Comprehensive Planning - I am a CERTIFIED FINANCIAL PLANNER™ and enrolled agent which requires ongoing education and provides me with the knowledge to offer holistic financial planning advice. I have developed a process to simplify money management to help clients stay informed and held accountable for accomplishing their goals.