We started our Northwestern Mutual Financial Planning Practices respectfully in 2010 and 2011. In June of 2022, we merged and rebranded to True North Wealth Management. With our team, we are intensely focused on delivering a first-class client experience. We work with our clients to craft a vision for the future, create a custom financial plan, implement dynamic strategies, and manage our client’s plan and their assets on an ongoing basis. Being a full-service financial planning firm, our clients experience the convenience and synergy of having their financial planning, insurance, investment management, and estate and legacy planning all under one roof.

One of our guiding principles is knowledge gained by lifetime learning. This sets us along with our team apart from our competitors and gives our clients peace of mind knowing members of their financial planning team have taken the time to become highly credentialed.

We and our team meet our clients at the current stage of planning in their individual journey. Some of our clients already have pieces of their planning in place, which then we specialize in taking their vision, give them a direction in which to go and integrate all the pieces together. Our clients encompass 21 states and range from established professionals, individuals in the medical field, business owners, farm families, and folks closing in on the retirement distribution phase of planning.