True North Wealth Management provides personalized financial planning and investment management services to individuals and high net-worth individuals. True North Wealth Management offers project-based financial planning and hourly engagements covering topics such as retirement planning, cash flow, debt management, estate planning, and risk management. For investment management, True North Wealth Management participates in a bundled fee program (wrap fee program) and primarily uses passive investment strategies like index mutual funds and exchange-traded funds. Darnell Grossi serves as the principal and chief compliance officer. True North Wealth Management does not have a minimum account size requirement.
Fee Structure
True North Wealth Management provides investment management services through a bundled fee program. Specific fee details are located in the separate wrap fee program brochure.