TrueNorth Wealth

At TrueNorth Wealth, commitment to our clients and integrity come first. Consider a few of the ways we stay true to your direction and your wealth: Your assets are safely held in your name with a third-party custodian. You have full access and control over your accounts and can access them anytime through a secure website.

We focus on reducing taxes every step of the way to and through retirement. We look for ways to optimize Social Security, RMDs, charitable gifts, wealth transfer, and many other tax-related situations. We realize that no one cares more about your money than you do! Our job is to educate you and help you make decisions in your best interest. We provide financial planning and investment consulting services to individuals, corporations, small businesses, 401(k), pensions and profit sharing plans, estates, trusts, and institutional clients.

Academically sound investing. We use only low-cost highly available registered funds from investment companies like Dimensional Fund Advisors and Vanguard whose philosophies match our passion for performance. We don’t speculate in unconventional investments. We do not sell insurance products or load funds. We offer comprehensive financial planning. Instead of segmented advice on investment, retirement, tax, estate, and insurance planning from multiple sources, we bring it all together in one place to work in your best interest.

Knowledge is power. Educating our clients about the opportunities and inherent risks of markets and investing is a top priority. We address risk and volatility using principles of diversification, rebalancing, risk-adjusted asset allocation, asset-class investing, and a lot of proven experience!

Fee-only. This means our decisions are not colored by commissions or affinity kickbacks. Our primary interest is your financial success, not the bottom line of an investment company. Our advisory fees range from 30 to 80 basis points (0.3% to 0.8%) based on managed assets.