An Evaluation is where your journey begins

To get started, we offer a no obligation, no cost meeting to review your current financial situation, where you want to end up, and how we may be able to help you achieve that dream.

At True North it's our mission to guide you through your wealth management journey through a process that will help you safely reach your goals. 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 to reach your personal financial summit, 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

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Our Family Stories

Our clients are a part of the True North Family. And family is something we cherish and value above all else. We’d love to introduce you to the Goduti and Jones families and reveal the “why” behind what we do. 

> Read Our Stories
Take the Path

Navigate your journey through our clearcut planning process.

Discover your solutions

Embark or continue on your wealth management journey with True North.

Find Your True North

Embark or continue on your wealth management journey with True North.

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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