Schedule your free strategy session
- Gain insight into your financial challenges
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals
Who would you like to meet with?
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.
Working with Us
Common Questions
Do you offer a free consultation?
Yes. We offer a free, no-pressure strategy session to learn more about your goals, answer your questions, and help you understand how we work. It’s a chance to see if we’re the right fit — no commitment required.
What happens during the first meeting?
We’ll take a close look at your current financial picture and help you identify opportunities you may be missing — whether it’s tax strategy, investment alignment, or gaps in your plan. You’ll walk away with clear, actionable insights, even if you decide not to move forward.
What kind of clients do you work with?
We specialize in working with business owners, self-employed professionals, and people nearing retirement. If your finances are starting to feel more complex — and you want help bringing everything together — you’re probably a good fit.
What’s included in your service?
We offer truly comprehensive planning — including investment management, tax strategy, retirement planning, insurance reviews, estate coordination, and more. You get an integrated, ongoing relationship — not just a one-time plan.
How easy will it be to get started?
We pride ourselves in making onboarding easy. Our team manages the paperwork, coordinates account transfers, and ensures everything is set up smoothly and tax-efficiently. We take care of the logistics so you can stay focused on your own priorities.
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 do my other trusted advisors fit in?
We work closely with your existing team to ensure everything is aligned and executed effectively. That means less work for you, and better results across the board.
Do you work with clients remotely?
Yes, we provide the same high-touch, personalized service remotely — helping clients across the U.S. achieve their financial goals with confidence and ease.
Will I REALLY have access to my advisor when I need them?
Absolutely. Whether you’re facing a major decision or just need quick advice, we’re always available to provide expert guidance. We’re only a phone call or email away.
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.
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.
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.
Not ready to meet?
Use this form to send us an email. We’re happy to answer your questions!
Or, give us a call
801-274-1820
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