We Manage

We Manage

 “One of the great responsibilities that I have is to manage my assets wisely, so that they create value.”
    —Alice Walton
 
If you’re reading this, chances are you’re immersed in your life and career. Kids, family, jobs, community, and vacations occupy your thoughts 24/7. And if you’re like most of our clients, you probably don’t have the time or patience to deal with planning your journey toward financial independence.
 
That’s where TruNorth Wealth Partners comes in. We bring our financial knowledge and acumen to all the areas wherever your life and wealth intersect. When you work with us you can focus on the things you love while we focus on the things we love: ensuring your sound and healthy financial future.

Your Financial Journey is Unique

As we manage your journey toward financial independence, we realize your path is unique. There is no template for where you’re going. Your portfolio holdings, income sources, insurance needs, benefit mix, and children’s education funding, charitable giving goals, and retirement expectations are one-of-a-kind.
 
At the same time, we know you’ll come to us with existing connections with portfolio managers, brokers and insurance representatives. We actually look forward to working with others who have served you well. We partner with you for the long haul and we aren’t tied to specific insurance companies or brokerage firms. We recommend products and strategies based solely on performance and what’s going to deliver the best outcomes for your family. We are never paid a commission or other form of compensation for recommending a product.
 
To help you see the big picture of all your disparate assets, we build a custom financial dashboard that gives you 360° visibility into everything.

Begin With the End in Mind

Stephen Covey once said if you want to accomplish something, “Begin with the end in mind.” In other words, think first about where you want to be, or where you want to go, and then create a plan to take you there. Similarly, at TruNorth Wealth Partners we focus on the outcomes. If your outcome is to achieve total financial independence at age 60, we’ll manage your journey to make sure you and your family arrive prepared.

Beginning with the end in mind, we’ll craft and manage your one-and-only future through financial planning, portfolio management, education funding, income planning, retirement planning, financial life management, charitable giving, healthcare and insurance planning, tax planning, and estate planning.

What’s your TruNorth?