About Us | True North Private Wealth Partners

Planning With Perspective

For more than 25 years, True North Private Wealth Partners has guided clients across the country with a commitment to thoughtful, goals-based planning. Our multidisciplinary team includes Certified Public Accountants, a Realtor®, and one of only three in-house gerontologists in the industry. This rare depth of expertise allows us to integrate tax strategy, financial coordination, and life-centered insight to help clients make confident decisions and remain focused on what matters most.

Our Story

True North was founded by Matthew White, CPA, who recognized that many of his tax clients were underserved by their existing financial services providers. He established the firm to deliver a more integrated and client-focused approach to tax-intelligent wealth management.

“It’s not how much you earn, it’s how much you keep.”

Our Purpose

Your life, your goals, and your values are at the center of everything we do. We work alongside you to bring clarity to your financial world, so your decisions feel confident and aligned with what matters most. Our purpose is to help you live fully, supported by strategies that evolve with every stage of your journey.

Our Values

We utilize a goals-based approach to bring clarity to our clients’ financial lives, align expert resources with their priorities, and reduce tax exposure. Guided by a strong sense of fiduciary responsibility and long-term stewardship, we help clients make confident decisions that support enduring financial well-being.

Our History

Founded in 2000, True North has grown into a full-service fiduciary wealth management firm specializing in comprehensive, tax-intelligent strategies. Our team brings together more than 250 years of combined expertise in tax compliance and financial planning.

Our History

*The 2025 Top Firms by AUM issued by Accounting today. Accounting Today’s annual ranking showcases the top CPA-affiliated firms providing financial planning and investment advisory services. Firms must be CPA affiliated to be included. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Goals Based Guidance

Your values and goals are at the heart of everything we do. We listen first, then provide guidance and design strategies that help you pursue the future you envision. Every step reflects what matters most to you, so you can move forward with clarity and confidence.

Strategic Tax Insight

We evaluate every transaction through the lens of tax to uncover opportunities for greater efficiency. In close collaboration with your tax advisor, we provide proactive guidance and sophisticated scenario analysis to support informed, strategic decisions. Our approach is designed to help you preserve and grow wealth with clarity and confidence.

Your Partners in Planning

Matthew White, CPA/PFS

Founder & Senior Wealth Advisor

Dr. Stacey White

Gerontologist & Registered Representative

Lori Eshbach Comanich

Registered Representative & Realtor®

Anita Pinkerton

Special Projects Coordinator

Thomas Turner, CPA

Financial Advisor & Strategic Partner

Joseph Brophy, CPA/PFS

Alliance Partner

Mark R. Tiller, CPA

Alliance Partner

Our Core Values

Our foundational beliefs inform every interaction and decision, helping us to deliver a thoughtful, simplified, and client-centered experience that empowers you to confidently achieve your financial goals.

Goals-Based Approach

As proactive advisors, we anticipate what clients need to unlock their dreams and desires. By focusing on what truly matters, instead of market activity, clients can pursue true financial freedom.

Big Picture Clarity

Financial decisions can become intricate, particularly during major life transitions. Our comprehensive approach provides clarity by consolidating assets and aligning priorities, helping clients define their goals for today and the future.

Strategic Coordination

Every detail matters when building a future that reflects what matters most to you. We take an integrated approach, engaging trusted specialists such as accountants, valuation analysts and attorneys to ensure your entire financial plan is aligned with your priorities.

Minimize Tax Impact

Our tax-focused approach helps clients understand strategies to retain more of what they earn. By viewing every transaction through a tax lens, we provide clarity and direction, ensuring each step supports a more efficient and effective financial plan.

Honor Your Values in Aging

Life changes such as retirement, downsizing, or moving to assisted living can feel overwhelming. We are here to guide you with personalized strategies and the insight of our gerontologist, so you feel supported every step of the way. Your priorities, whether family, travel, or health, shape every plan we create to help you enjoy life with confidence.

Explore Life Stage Planning

About
Avantax

Through our partnership with Avantax, we gain access to tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize your financial success.

Learn More About Avantax

Cetera Advanced Planning Team

Our advisors work closely with the Advanced Planning Team to create sophisticated, tax-smart investment strategies tailored to your goals. From portfolio analytics to estate planning and philanthropic design, our data-driven approach transforms complexity into clarity.

Meet the Team

Cetera Investment Management

Cetera Investment Management provides independent research and market insight to help navigate a changing economy. We partner with their team to stay ahead of trends and build strategies that keep you confident in your path toward your goals.

Meet the Team

Shape Your Tomorrow With Purpose

Every financial decision is an opportunity to honor what matters most. When your strategy reflects your priorities, you gain the confidence to navigate challenges and embrace new possibilities. Imagine a future where your plan creates not only wealth but meaning, purpose, and opportunity.

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Frequently Asked Questions

Here are the answers to some common questions we get asked about.

We are more than investment managers. We are fiduciary advisors with over 250 years of combined experience helping clients organize and coordinate their entire financial lives. With CPAs, a Realtor®, and gerontologist, our team offers a rare depth of expertise for every stage of life.
Because it’s not just about how much you earn, it’s about how much you keep. Every decision we make is viewed through a tax lens to help reduce your tax burden, mazimize your earnings, and give you clarity on the smartest next steps.
Instead of chasing market trends, we focus on what truly matters to you: your values, priorities, and life goals. By anticipating your needs and building strategies around them, we help you pursue financial freedom with confidence and on your terms.
Aging brings unique financial challenges and opportunities, from retirement income to housing transitions to protecting against cognitive decline. Our in-house gerontologist helps us design thoughtful, values-driven strategies to support your quality of life through every stage of aging.
Whether you are building wealth, approaching retirement, or navigating later-life decisions, we act as your financial quarterback. We manage complexity, coordinate with trusted professionals, and help you prepare for whatever comes next.

Who We Work With

We advise individuals, families, business owners, and those navigating key life transitions. Each strategy is tailored to reflect the distinct goals, values, and circumstances of the clients we serve.

Clients We Serve

Our Approach

Our goals-based, tax-intelligent, and fully coordinated financial services give you a complete view of your wealth and confidence to achieve your goals.

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Contact Us

Contact us today to bring clarity to your financial plans, experience guidance that empowers your decisions, and start living the vision you have always imagined.

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