TrueVector Wealth Advisors

TrueVector Wealth Advisors is a fee‑only registered investment adviser that provides portfolio management, one‑time financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, employer plan sponsors, and charitable organizations. Its service set includes both basic fund‑based management and specialized strategies, along with plan design, investment policy work, vendor analysis, and participant education for employer‑sponsored plans.

The firm’s investment approach combines modern portfolio theory with fundamental, technical, and cyclical analysis and can employ both passive and active vehicles. For clients seeking downside control it may use options or short‑selling as hedges and incorporates tax‑aware techniques such as tax‑loss harvesting; accounts are typically managed on a discretionary basis with client‑requested restrictions accepted in writing.

Notable differences from many peers are its explicit focus on retirement‑plan (pension) consulting and the use of hourly and fixed‑fee billing for certain planning and plan consulting engagements rather than relying solely on asset‑based fees. The firm’s principal also operates an affiliated accounting/tax preparation practice (Grey Owl Tax Services) and may recommend those tax services to clients, although clients are not required to use that affiliate; the firm is newly formed and reported no assets under management in its initial ADV filing.