Life’s journey is amazing! It affords joy and contentment, yet inevitably comes interspersed with challenges. Each life event, regardless of whether positive or negative, works to build a foundation for tackling whatever lies ahead. Ultimately, we seek success and security for ourselves and our loved ones.
I was very fortunate to travel around the globe in my twenties and thirties. Those adventures formed my life’s lens, broadening perspectives and framing values to shape my approach to life. To maneuver life successfully, one must begin with simplicity. This applies to all things, from parenting to investing.
Life’s twists and turns landed me in Charlotte, NC, after earning my MBA. This is where I have three boys (Jack, Easton, and Grey); each is unique, wonderful, challenging, and inspiring.
Self-improvement and perpetual learning have always been my focus. It’s why academic degrees were pursued, charters were earned, and professional growth is continually sought. Integrity and diligence, personal service, and continuing growth provide the bedrock upon which our practice rests.
True North Wealth Management serves to help provide confidence in your financial life.
– Doug Jones, CFA CFP®
Financial Advisor, PIM Portfolio Manager
True North Wealth Management
I was very fortunate to travel around the globe in my twenties and thirties. Those adventures formed my life’s lens, broadening perspectives and framing values to shape my approach to life. To maneuver life successfully, one must begin with simplicity. This applies to all things, from parenting to investing.
Life’s twists and turns landed me in Charlotte, NC, after earning my MBA. This is where I have three boys (Jack, Easton, and Grey); each is unique, wonderful, challenging, and inspiring.
Self-improvement and perpetual learning have always been my focus. It’s why academic degrees were pursued, charters were earned, and professional growth is continually sought. Integrity and diligence, personal service, and continuing growth provide the bedrock upon which our practice rests.
True North Wealth Management serves to help provide confidence in your financial life.
– Doug Jones, CFA CFP®
Financial Advisor, PIM Portfolio Manager
True North Wealth Management
Our clients are a part of the True North Family.
Just like the journey up Stone Mountain, it’s our mission to help guide our clients through the challenges of the financial world and ultimately bring them to their personal financial summit.
Like one of Fred’s family members on the mountain, you may be more likely to:
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As our client, you will find your unique True North, and it will take you in a different direction than other people with different goals. It’s our job to be your guide and get you there safely, no matter what your wealth management journey looks like.