True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.

Consulting

True North Advisors

Scott Wood

Caleb Clasen

Andrew Waymire

Armando Ramirez

Tom Flood

Danielle Barfield

Doug Hudson

William Sharp

Vanessa Ramic

Tara L. Scottino, CFP

Dhruv Maniktala

The Investment and Wealth Management team at True North Advisors collaborates to create tailored, holistic financial plans and diversified investment portfolios for clients. Leveraging their expertise in financial planning and portfolio management, they work alongside estate planners and CPAs to strategically adapt to changing circumstances. This team ensures clients achieve their financial goals through a disciplined, value-oriented investment approach, focusing on global, multi-asset class portfolios.

Investment and Wealth Management

Client Operations

Leadership Team

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Investment and Wealth Management

About

Team members

Other teams at True North Advisors

Client Operations

Leadership Team

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Investment and Wealth Management

About

Team members

Other teams at True North Advisors

Client Operations

Leadership Team

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