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Richard L
Series 65
Boise, ID
TrueNorth Wealth
Richard Lee is a Series 65 licensed advisor at TrueNorth Wealth in Boise, ID, with five years of industry experience. Prior to his financial advisory career, he worked at St. Luke's Health Systems for 20 years. TrueNorth Wealth serves individual and high-net-worth clients—including physicians, surgeons, business owners, and retirees—as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, ERISA plan services, and institutional consulting, using a combination of traditional and wrap fee asset management strategies.
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