True North Wealth Management LLC

True North Wealth Management is an independent, single-advisor firm that serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm prepares a written Investment Policy Statement for each client and provides ongoing portfolio monitoring tailored to goals, time horizon, and risk tolerance.

The firm’s investment process emphasizes long‑term trading and uses a combination of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct diversified allocations across mutual funds, ETFs, fixed income, REITs, private placements and other securities. True North manages accounts on a discretionary basis and makes regular use of the Altruist platform, including the Altruist Model Marketplace, custom model portfolios and tax‑management tools, and requires clients to custody assets at Altruist Financial LLC.

A distinguishing feature is the firm’s affiliation with Diehl CPA LLC: clients with over $500,000 in assets may be offered complimentary financial planning and annual tax preparation through that accounting affiliate, a relationship disclosed as a potential conflict of interest. The firm is also notably small and boutique in scale (one advisor, a dozen clients and roughly $2.18M in AUM) and offers access to Altruist One bundled services and pass‑through platform fees, arrangements that are less common among independent peers.