• Wealth Management
• Financial Planning
• Investment/Portfolio Management
• Retirement Planning
• Tax & Estate Planning
• Consulting Services

• Endowments & Foundations
• Institutional Investment Management
• 401(k), 403(b) and Retirement Plan Evaluation
• Banking & Lending Services through Schwab Bank & Fidelity Investments
• Succession Planning for Owners
• Charitable gift annuity programs
• Legacy Planning

Foundations: With Chris Jackson’s leadership, continued involvement in the non-profit world, and experience managing assets for foundations since 2002, the truNorth team can offer high-end service and investment management recommendations in any capacity; to include asset-class mandate.

Endowments: With over 15 years of experience managing endowments, the truNorth team makes it their priority to sustainably grow its managing endowments by reinvestment of earnings while also contributing to the operating costs of the institution and its goals.

Employer-Sponsored Plans: From TPA coordination to employee education, the truNorth team can take your 401K or other employer plan to the next level. Many employers are concerned with retirement readiness amongst employees, and that is exactly the type of peace of mind the financial planning aspect of truNorth can bring. Working with the employees on choosing investments and planning comprehensively has the power to change the way an organization evolves over time. Reducing the responsibility of the owner so that they can focus on their specialties is yet another bonus to working with the truNorth team regarding your employer-sponsored plan.

The truNorth team takes pride in assuring they can help clients reach their goals no matter what they are. The truNorth team’s experience with Charitable Gift Annuity programs have allowed clients to obtain peace of mind knowing that they are being efficient with their dollars and providing lasting legacies and impressions on some of the organizations that are near and dear to their hearts.
Alternative Investments: Many clients have been educated on the traditional asset allocation options of a stock and bond mix in a portfolio. However, alternative investments have the potential to be the driver of diversification based on the goals of the investor. With over ten years of experience in this asset class, the truNorth team has the capability to show a ten-year history of portfolios that have been able to withstand some of the toughest times in the market.

Investment Management is a profession that has historically consisted of multiple different approaches. At truNorth Financial Services, the combination of third-party research, the building of trust and relationships, and the development of customized portfolios for each client demonstrates the long-term stability of what we do. As an independent firm, the truNorth team can offer investment management that is very specific and service-based. They personalize experiences with clients with quarterly face-to-face meetings to answer all questions and discuss current market conditions in relation to the client’s overall goals and plan. As a fee-only firm, truNorth is required to always acts in the best interest of each client and is held to the highest fiduciary standard.

Financial Planning is the truNorth team’s ongoing process to help their clients make sensible decisions about money that will help them to achieve goals in life. The Financial Planning team at truNorth approaches each client as an individual and customizes a financial plan that is specific to the client’s goals and wishes. Every plan is different and all areas of financial planning are addressed comprehensively. At truNorth, expert consultation and attention to detail are at the forefront of each meeting to ensure every client is achieving what makes sense for them.