True North Wealth Partners
True North Wealth Partners is a small financial services firm founded in 2018, specializing in wealth management. Based in Dublin, Ohio, the company employs a unique portfolio design approach and adheres to fiduciary standards, serving clients across 26 states.
Company Overview
True North Wealth Partners is a financial services firm founded in 2018, headquartered in Dublin, Ohio. The company operates two offices located in Dublin and Wooster, Ohio. With a team size of four, it is classified as a very small business. True North Wealth Partners is affiliated with Stratos Wealth Advisors, which ranks #26 in assets under management among independent registered investment advisors (RIAs) in the United States.
Wealth Management Services
True North Wealth Partners specializes in wealth management, utilizing a unique portfolio design approach known as 'The Coach Quarterback' Concept. The firm searches over 30,000 funds, ETFs, indexes, and stocks to tailor investment portfolios for its clients. True North adheres to a fiduciary standard, ensuring that clients' interests are prioritized in all financial decisions.
Client Access and Resources
True North Wealth Partners provides client account access and contact options through its website. The firm offers a variety of resources including flipbooks, articles, videos, and newsletters on financial topics. Additionally, it provides insights through blogs, charts, and videos, enhancing client engagement and education.
Educational Tools and Partnerships
The company offers educational tools and strategic partnerships focused on mid-high school and career plus college planning. True North Wealth Partners also features a podcast titled 'Vantage Point with TNWP', which discusses various financial topics. Furthermore, the firm provides a range of financial calculators to assist clients in estimating answers to common financial questions.
Client Base and Expansion
True North Wealth Partners serves clients across 26 states and is in the process of expanding its reach. The firm is supported by Stratos Investment Management, which includes two Chartered Financial Analysts (CFAs) and additional analysts, enhancing its investment management capabilities.