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TruNorth Wealth Partners
Our advisors provide wealth management services to high-net-worth individuals, as well as investment advisory services to fiduciaries of corporate retirement
Overview
Our advisors provide wealth management services to high-net-worth individuals, as well as investment advisory services to fiduciaries of corporate retirement
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
St. Paul
Corporate office
St. Paul, MN, United States
Sector focus
Frequently asked questions
What services does TruNorth Wealth Partners offer?
TruNorth provides investment management, retirement planning, and comprehensive financial planning. The firm constructs diversified portfolios using equities, fixed income, and managed strategies. Additional services include estate planning coordination and insurance analysis, generally delivered through collaboration with external professionals.
Who is TruNorth's typical client?
The firm serves individuals and families, with a concentration in the Twin Cities professional community. Clients tend to be accumulators nearing retirement or retirees seeking income distribution strategies, though the firm works across the wealth spectrum within its minimum-relationship threshold.
Does TruNorth manage proprietary investment products?
No. TruNorth constructs client portfolios from third-party investment vehicles — predominantly low-cost ETFs, mutual funds, and separately managed accounts. The firm does not operate proprietary funds, hedge strategies, or private-market vehicles, functioning instead as an open-architecture allocator.
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