Trusted advice to help you achieve your financial goals
What We Help You Do
We’re committed to making sure every part of your financial life works together in the most effective way possible. That’s why our comprehensive services cover everything you see here — and more.
Grow Your Wealth
Evidence-based investment strategies designed to build long-term financial security around your goals.
Save on Taxes
Long-term tax strategies designed to reduce taxes across income, investments, and retirement.
Plan for Retirement
Customized strategies to help you transition into retirement with clarity, confidence, and control.
Protect Your Wealth
Risk management and insurance strategies to help you safeguard what you’ve built and prepare for the unexpected.
Leave a Legacy
Estate and legacy planning designed to reflect your values and provide for the people you care about.
Support Your Business
Whether you’re running a solo practice or leading a team, we help you align your business finances with your personal goals.
What we don’t do
- We don’t sell products or earn commissions.
We’re a fee-only fiduciary — which means our advice is always in your best interest, not driven by outside incentives.
- We don’t make you wait for a scheduled review to ask a question.
We’re available whenever you need us for all of your questions, concerns, and financial decisions.
- We don’t make financial decisions in isolation.
We integrate your tax strategy, business planning, retirement goals, and investments into one coordinated plan.
- We don’t treat taxes as an afterthought.
We build tax strategy into every part of your financial plan — making sure everything works together to help reduce your lifetime tax burden.
- We don’t try to fit you into a generic model.
We take time to understand how you think, what you value, and how your life actually works — and then we build the plan around that.
- We don’t leave you in the dark.
You’ll always know what we’re doing, why we’re doing it, and how it fits into your bigger plan — so you’re never left wondering what’s going on behind the scenes.
- We don’t create a plan and walk away.
We stay with you — helping you adjust, revisit, and refine your strategy as life and goals evolve.
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.
How it works
STEP 1:
Schedule Your Free Strategy Session
In your first meeting, we take the time to understand your financial situation, answer your questions, and provide initial insights and recommendations specific to you and your goals.
STEP 2:
Deep Dive and Data Gathering
If we’re a good fit, we move into a deeper review of your finances. We’ll ask more detailed questions; analyze your tax situation, investments, and financial structure; and start identifying opportunities to optimize your plan.
STEP 3:
Personalized Recommendations
After carefully reviewing your financial picture, we’ll present you with clear, actionable recommendations. Whether it’s tax-saving strategies, investment adjustments, or retirement planning, we ensure every step aligns with your long-term vision.
STEP 4:
Seamless Implementation
We don’t just hand you a plan — we help put it into action. From coordinating with your CPA and attorney to managing investments and administering the transition process, our team ensures everything is executed efficiently.
STEP 5:
Ongoing Support and Proactive Planning
Your financial life isn’t static, and neither is our approach. We meet regularly to track progress, make adjustments as needed, and keep you informed about new opportunities, tax changes, and market shifts. Whenever questions arise, we’re always here to help.
Our fees
We believe transparency builds trust — and that starts with how we’re compensated. We charge a small percentage of the assets we manage on your behalf.
TrueNorth Wealth 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 |
Unlike other advisors who earn commissions or charge extra for financial planning services, our one simple fee covers everything — from investment strategy to tax planning, retirement planning, and beyond.
Client Stories
When Ben transitioned to self-employment, his income increased but so did large, unpredictable tax bills and uncertainty around retirement.
With income swinging from $300K to over $2M and wealth spread across multiple businesses and real estate, Terry and Marcie faced growing complexity and increasingly difficult tax decisions.
As a fast-growing startup, Meridian Tech set out to replace an outdated 401(k) plan while navigating rapid hiring and limited internal resources.
After saving diligently on their own, David and Theresa approached retirement unsure how much they could safely spend and whether they were making the right decisions.
As Rick prepared to transition his business to his two sons, he had to balance fairness, a major tax bill, and a 401(k) plan that was no longer working.
Rachel and Dan could have retired years ago, but chose to keep working — allowing them to take advantage of tax strategies and planning opportunities most retirees don’t have.
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