Executives/Holistic Wealth Management


As a business owner, I’m in a unique position. My liabilities and assets are all tied together. There’s a lack of security in what I do; I don’t have secured assets like corporate executives. Other people depend on me for their livelihood. That’s a monumental amount of pressure. I need someone who will really understand that pressure. 

Look, I’m busy. I don’t want to waste time having to watch Bloomberg and trying to read the scrolling tickertape along the bottom of the screen. I don’t have time to read the Wall Street Journal every day or Forbes on any regular basis. I want somebody to do all that for me and to come back and tell me what to do. 

I used to have a national brokerage company manage my money. I was nothing more than a number. I’m 40 years old and I’m looking forward to spending the rest of my life doing what I’m doing now: enjoying life. I’d rather be spending time with my family instead of laboring and agonizing about the future. I need my work and family goals to work together.


TruNorth’s Case Study Response:

TruNorth’s approach is holistic. We’ve done our homework to understand your unique situation, asking thoughtful questions as we get to know you and carefully preparing for each conversation.  With TruNorth, each client is unique and important. We know your time is valuable and that you live in the complicated intersection between your business and personal life. TruNorth crafts individualized plans to help you meet your work and family investment goals.