True North Wealth Strategies LLC

The firm provides discretionary asset management to individuals and high‑net‑worth clients and also serves as a limited‑scope ERISA 3(21) investment adviser to qualified retirement plans, offering plan‑level services such as developing investment policy statements, assisting with selection of qualified default investment options, monitoring plan investment options, and delivering participant education. Client relationships vary in scope and the firm documents goals, time horizons and risk tolerances to tailor investment programs.

Investment programs are constructed using a mix of analytical approaches — including fundamental, technical, charting and cyclical analysis — and may include both long‑ and short‑term strategies; portfolios are managed on a discretionary basis in accordance with client objectives. Accounts are reviewed at least quarterly (or more often if market conditions dictate) and clients may impose written restrictions on investments.

What is distinctive about the firm is its industry affiliations and recent start‑up status: its advisers maintain registration with a broker‑dealer and hold insurance licenses and receive separate commission‑based compensation for those activities, disclosures the brochure identifies and says are mitigated by fiduciary obligations and procedures. The firm was founded in 2026, reported no assets under management at the time of the filing, and is structured with a small staff rather than operating as a sole practitioner, a configuration that is less common among independent advisors.