‼️IMPORTANT MESSAGE‼️

We are financial planners. We DO NOT offer loans. If you are applying for a loan from TrueNorth Wealth, you are NOT working with us.

If you are concerned, please contact us directly at 801-274-1820, and we can confirm whether the person you’re talking with is part of our team.

Schedule a Meeting

Richard M. Lee, MD, CFP^®, TPCP^®, CRPC™, AWMA™

Please fill out this form and we’ll get back to you to schedule your meeting.

Or, if you prefer to schedule via phone, please call 801-274-1820.