Evidence-based investment strategies tailored to you and your goals
Investing isn’t about picking stocks or chasing the market. It’s about building a strategy that supports your life — now and in the years ahead.
Proven strategies
At TrueNorth Wealth, successful investing starts with a disciplined, research-driven approach — grounded in proven strategies. We avoid market timing and prioritize long-term growth and stability.
Designed for you
While our foundation is built on evidence-based principles, we know that every client’s situation is unique. That’s why we tailor your investment strategy to your specific timeline, risk tolerance, tax considerations, and goals.
Just some of the investment planning questions we help you answer:
Is my current investment strategy still the right fit?
Am I taking on more (or less) risk than I should be?
How do I invest when markets are unpredictable?
Are my investments set up to be tax-efficient?
How do I invest if my income isn’t consistent?
What’s the best way to balance long-term investing and saving for short-term goals?
An investment strategy built on time-tested principles
We work to make sure your investments are aligned with your goals, adjusted as your life evolves, and guided by research, not guesswork.
Here’s how we can help:
- A portfolio built for you
We create a personalized, evidence-based investment strategy tailored to your timeline, goals, risk tolerance, and tax considerations.
- Ongoing monitoring and management
Your portfolio is continually monitored and adjusted to ensure it stays aligned with your objectives and market conditions.
- Proactive rebalancing
We regularly rebalance your portfolio to maintain your target asset allocation, helping to maximize returns while managing risk.
- Data-driven performance reviews
We evaluate the performance of your investments and refine your strategy as needed, always working to stay ahead of potential challenges.
- Clear, independent advice
As fiduciaries, we deliver unbiased recommendations designed solely to benefit you — never driven by commissions or outside incentives.
What our clients say about working with us:
These testimonials have been provided by clients of TrueNorth Wealth as of 01/01/2026. They have not been paid or received any other compensation for sharing their opinion and experience with our firm.
Working with Us
Common Investment Management Questions
What is your investment strategy?
We don’t believe in chasing trends or timing the market. Our investment approach is grounded in decades of academic research and real-world results. We focus on diversification, low costs, and disciplined rebalancing — building a portfolio designed to grow your wealth while aligning with your goals, risk tolerance, and timeline.
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.
Our Fee Schedule
Managed asset minimum: $500k
| Assets Under Management with TrueNorth Wealth | Fee |
|---|---|
| $0 - $1,000,000 | 0.88% |
| $1,000,000 - $2,000,000 | 0.82% |
| $2,000,000 - $4,000,000 | 0.74% |
| $4,000,000 - $6,000,000 | 0.68% |
| $6,000,000 - $10,000,000 | 0.62% |
| $10,000,000+ | Concierge |
*We have a custom fee schedule for group 401(k) plans on a case-by-case basis as well as a $1000 start up fee for new 401(k) and Cash Balance plans.
We’re happy to answer any and all of your questions around fees during your free strategy session.
How is investment management woven into my overall financial plan?
We believe investment decisions are only effective when they’re made in context — your tax situation, retirement goals, income needs, and estate planning all matter. That’s why investment management is never offered on its own. We integrate it into a full financial planning relationship, so every decision supports your bigger picture.
Will I know what I’m invested in — and why?
Yes. We walk you through your strategy, explain the rationale behind each decision, and make sure you’re comfortable with how your portfolio is structured. You’ll never be left guessing.
How often do you review or adjust my portfolio?
We monitor your portfolio regularly and make adjustments as needed based on market conditions, changes in your life, or shifts in your financial goals. You’ll also have scheduled review meetings to check in on performance and planning. But if you ever have questions or concerns outside of those meetings, we are only an email or a call away — we’re always available to help!
Can you work with the accounts I already have?
We’ll evaluate your existing accounts and determine whether to keep, consolidate, or transition them as part of your overall strategy — always with taxes and long-term goals in mind.
Are there any commitments involved with the free strategy session?
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.
Recent Investment Planning Articles
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Whether you’ve made significant strides toward your goals or need to adjust your course, taking the time to review your financial health now can set you up for long-term success.
7 Signs Your Financial Advisor Is No Longer a Good Fit
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We can also help you...
Free Strategy Session
No two situations are the same.
Learn how we can help YOU.
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals