Our mission for you –

It's our mission to help guide our clients through the complexities and opportunities of their financial life and ultimately bring them to their personal financial summit. We guide you through your wealth management journey using a tailored process that will help you safely reach the goals set for you and your family. Your path will not come without twists and turns, but by creating a clear-cut plan, we can navigate the road together. Along your journey, we provide a full suite of services and solutions that help steer your path in the right direction.

"As each one has received a gift, use it to serve one another as good stewards of God’s varied grace."

1 Peter 4:10

Set the path

Navigate your journey through our clearcut planning process.

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Discover your solutions

Embark on your wealth management journey with the True North team.

Our Team
Reach your summit

Begin your path toward financial freedom with True North as your compass.

True North Wealth Management of Sullivan & Associates Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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