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More than Money, Plans for Life®


At True North, we believe wealth is about more than money. It is about the life you want to live and the legacy you intend to leave. With more than 250 years of combined experience, our team brings unmatched depth and perspective to every relationship. Our professionals include Certified Public Accountants, a Realtor®, and a gerontologist, each offering specialized expertise to help you navigate life’s most important milestones. We are here to help you live with purpose and plan with confidence.

Your Life. Your Legacy. Our Team.

True North is an independent fiduciary planning firm with a deep commitment to life-centered, tax-intelligent wealth management. Our multidisciplinary team offers a uniquely holistic perspective to help you plan with clarity, confidence, and purpose. Whether you're growing your wealth, preparing for transitions, or thinking about your legacy, we’re here to guide every step with insight and care.

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Your Financial Journey. Our Shared Commitment.

At True North, we take an interdisciplinary approach to wealth management. We integrate financial planning with real estate expertise, tax strategy, and aging-related insights. Our team is here to support you with thoughtful advice, genuine care, and a deep commitment to your goals.

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Insightful, Tax-Intelligent Strategies

Our team helps you coordinate every aspect of your financial life with a 360-degree view of your wealth. We align your goals with tax-intelligent strategies and anticipate your needs in each stage of your wealth journey to minimize tax impact and maximize wealth potential.

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Enduring Values. Innovative Solutions.

We create customized solutions that evolve with your goals and today’s dynamic landscape, ensuring clarity and confidence for the road ahead.

Personalized Planning

We believe true wealth is measured in meaning. By crafting plans that reflect your values and aspirations, we help you create a legacy that inspires those who follow.

Individual Investors

Private Client Services

For clients with $5 million or more in qualifying assets, our Private Client Services deliver an elevated experience that goes beyond our comprehensive core offerings.

Private Client Services

Tailored Business Strategies

Your business is part of your story. We provide personalized planning and succession strategies that protect what you have built and plan well beyond today.

Business Services

We Plan for Every Path

Individuals & Families

Individuals & Families

Our personalized financial planning addresses your unique goals, and helps you build a secure financial future for yourself and your loved ones.

Pre-Retirees<br/>

Pre-Retirees

Our tailored strategies help you maximize your savings, and prepare for a smooth transition into living the retirement you envision.

Business Owners

Business Owners

Our strategic insights help you effectively manage your business planning so you can grow your company and secure your legacy.

Retirees<br/>

Retirees

Our coordinated support helps you manage your retirement income, and navigate complexities, so you can enjoy retirement with financial peace.

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Grow Your Financial Knowledge

Enhance your financial knowledge and empower yourself to make informed choices with our expertly curated resources.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Call Us

832.514.2551

Address

1300 Rollingbrook Drive

Baytown, TX 77521