At TruNorth Wealth Management, we entirely believe in a “solutions-based” approach to financial and insurance planning for families and business owners.
Here's what we think is the right way to do business:
Care for our clients in the way we'd want for ourselves:
We founded TruNorth Wealth Management to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and listened to! We collaborate with you and your family and hopefully have some fun in the process.
Know our clients and their goals and dreams:
We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Treat clients with respect:
One thing you'll notice about our firm is that we're friendly, down to earth, and good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspective that can help keep you on an even keel through the ups and downs.
We regularly contact our clients to let them know about changing market conditions and legislation impact their long-term and short-term goals, investments, and insurance strategies. And don’t be surprised if we call just to say hi!
Educate clients to feel confident about their decisions:
You don't have to know the difference between an ETF and a mutual fund when you come to see us. We're happy to educate you as much as you desire. Our goal is to provide you with enough information so that you can be confident with any decisions you make.
Practice time-tested financial approaches:
At TruNorth Wealth Management, we follow prudent financial principles and recommend asset allocation and diversification. We recommend strategic and tactical changes based on current market conditions. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.