A complete list of active advisors currently associated with True North Wealth Management, LLC

Warmer can help you find a great advisor at True North Wealth Management, LLC or one who fits your needs even better.

True North Wealth Management is a state‑registered investment adviser that provides investment management through a wrap fee program and also offers project‑based and hourly financial planning services. The firm serves individual and high‑net‑worth clients and administers its asset management services under a wrap fee arrangement described in its Form ADV Appendix. The firm’s investment approach emphasizes passive portfolio construction using low‑cost index mutual funds and ETFs, while employing fundamental analysis as part of its investment reviews and planning work. TNWM also evaluates, selects, and monitors outside or third‑party managers for client portfolios as part of its wrap program, reviewing manager experience, holdings, concentrations, and compliance practices. Several characteristics are atypical for investment‑manager peers: TNWM sponsors a wrap fee program, explicitly offers hourly and project‑based planning in addition to managed accounts, and makes formal selections or referrals to other advisers. The firm reports modest discretionary assets under management, does not accept custody of client assets except to withdraw fees, and generally leaves proxy voting to clients.

To learn more about the advisors currently working at True North Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.