Trueblood Wealth Management, LLC

Trueblood Wealth Management serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering comprehensive portfolio management, retirement plan consulting, and referrals to third‑party money managers. The firm manages approximately $474 million in client assets and provides ongoing portfolio monitoring and financial planning or consultation as part of its comprehensive service.

The firm uses a mix of analytical methods—fundamental, quantitative, technical, sector and qualitative analysis—and implements asset‑allocation, fixed‑income and long‑ and short‑term strategies while adhering to duration constraints. In client accounts it may employ margin borrowing and options (derivatives) and bills advisory fees on securities purchased on margin; portfolios are reviewed at least annually with more frequent contact triggered by market or life‑event changes.

Compared with peers of similar advisory size, Trueblood stands out for its relatively large asset base managed by a small advisor team and for disclosing the use of borrowing and derivative strategies in managed accounts. The brochure also notes that representatives act as licensed insurance agents/brokers and offer insurance products, a dual role the firm discloses as a potential conflict of interest.