Fred Goduti is dedicated to a wealth management approach that is centered around his clients’ priorities – their families, their friendships, and their favorite things to do. Fred takes the time to truly understand his clients’ whole life, beyond just their money, which lays the foundation for continuing to navigate their financial path.

Personal values and central priorities drive the creation of a customized and dynamic plan for each of Fred’s clients. As their lives change and unexpected events take place, he helps his clients make changes based on their needs and choices. These plans are designed not only to help people’s money support their life goals but also to keep clients focused on the things that matter to them most.

Education

Fred joined Wells Fargo Advisors in 1995 after receiving a B.S. in Marketing from Franciscan University in Steubenville, OH. He later obtained the CFP® certification from the College for Financial Planning in Denver, CO, after completing a rigorous educational program and examination. Fred adheres to a professional Code of Ethics as a CFP® professional and completes strict annual continuing education requirements.

Additionally, Fred is a PIM® Portfolio Manager, which is a certification issued by Wells Fargo Advisors Financial Network based on experience as a portfolio manager; a specified level of assets under management; industry experience; and successful completion of FINRA Series 65 or 66 securities registrations.

Away from the office

Fred is an active member of family and church activities and enjoys traveling, hiking, golfing, and playing pickleball. He also serves as a volunteer and former Commander of the local Fraternus Chapter, a mentoring program for young men about virtues. He and his wife, Amy, have eight children – Kathryn, Grace, Christian, Jake, Mary Rose, Clare, and the twins, John and Brigid.

Why do many people choose their professions? I would say because they learn to match their interests and skills with something that can improve the lives of others. That is fulfilment. I see this daily with my clients, many of whom are doctors, builders, restauranteurs, executives, dentists, pilots, CPAs, attorneys, etc. We all do something we enjoy while providing expertise to save our clients time and provide them with guidance to do what their unique calling is.  Its why we specialize. I am blessed to have found my calling at True North Wealth Management. Helping clients attain their goals is beyond fulfilling and has brought friendships and blessings I could never have anticipated.

We quite simply position ourselves as the Financial Director of our valued clients’ lives. Working within your trusted professional circle to provide guidance and leadership regarding Risk Management, Estate strategies, Lifestyle and Wealth Planning and Asset Management. You cannot possibly manage a client’s assets without being submerged in the intricacies of all these aspects of someone’s life. We recognize each client has unique needs and dreams, which we are privileged to partner in understanding and providing appropriate solutions. Our process navigates between accumulation period (working years) focused typically on growth to the pre-retirement period (preparation for transition) to the distribution period (retirement). We understand this period depends on cash flow, aka Lifestyle Investing, and we streamline the transition to help realistically prepare our clients. Aiming to ensure your needs are met with adequate, consistent cash flows to maintain your desired lifestyle. Focusing on additional allocations to help meet your Likes and Wishes is paramount too, after the income foundation is built. This is where we look to achieve your family’s dreams. 

My educational training, experience and business background has led us to develop this unique client-focused approach to all aspects of financial stewardship.  I have been an entrepreneur of multiple companies during my career in financial services, retail apparel, and the food/hospitality industry. My education includes: a BSB in Marketing from Miami University; MBA from the Darla Moore School of Business at the University of South Carolina; Chartered Financial Analyst (CFA) designation; CERTIFIED FINANIAL PLANNER^® certification.

With decades of experience in company growth and management as well as decades of experience in wealth management, our team has developed a very client focused process to understand and prepare the most appropriate means for you to achieve your family’s goals and reach your dreams – now, in the future and for multiple generations. 

I enjoy learning (reading and piano), traveling, helping others, and staying active (working out, hiking, boxing, playing baseball and soccer). My three sons Jack, Easton and Grey fill my life with so much happiness. Most evenings and weekends, you’ll find me coaching and exploring this incredible life with them. Deo gratias

About Julie

Julie has worked in the financial service industry since 1999. Before joining True North Wealth Management, she worked at Stifel Nicolaus, Butler Wick, and A.G. Edwards & Sons. Having served in a variety of roles in the industry, Julie brings extensive knowledge of client service, operations, and wealth management administration. She previously served as a commodity wire-operator, cashier, compliance associate, and administrative assistant to a branch manager. Julie serves as a first point of contact for clients and helps address their day-to-day questions or concerns.

My budding career in investment planning is grounded in the search for stability and success. During my student years at Belmont Abbey College and UNC Charlotte, I made a hobby of understanding the world of personal finance in preparation for the income I would be receiving one day. Even though I was studying biology by day, this hobby worked its way into conversations with friends and family more frequently than my lab work. Sometimes friends would come to me for help with making a budget or trying to understand what they really should be doing with what they have in their early twenties. I came to understand that investment planning permeates every aspect of our lives in one way or another. I then decided that I could make a larger impact on my communities by applying my scientific, holistic perspective to the wide world of investment planning.

I like being able to provide understanding and investment confidence to our clients. In an arena with so much noise, it is important to have a strong voice that you can hear above it all coming from your corner. I believe everyone should have the confidence that their lifestyle will be supported by their income and investments, and I thoroughly enjoy watching Fred C Goduti, Financial Advisor and Douglas R. Jones, Financial Advisor, make this happen for their clients. I believe their mentorship will prove critical to my future success as a financial director with True North. I am happy to serve as the office manager and put time back in their calendars to do the best job possible in clearing trails for our clients.

Outside of the office, I spend my time reading, studying flags, and hiking with my fiancée, Isabelle.

Education

Eagle Scout – Class of 2017

Belmont Abbey College – Bachelor of Science: Biology; Minors in Theology and Physics/Math

The University of North Carolina at Charlotte – Master of Science: Bioinformatics.

Life Insurance, Health Insurance, and Long-term Care Insurance Licenses held

My journey into the financial services industry has been shaped by a strong work ethic, adaptability, and a desire to learn. As a student at Belmont Abbey College, where I am pursuing a degree in accounting with a minor in Finance, I have sought out opportunities to develop my skills both inside and outside the classroom. My experience includes management roles in both the entertainment and food industries, where I learned the importance of leadership, time management, and creating positive client experiences—lessons that now serve me well in the world of finance.

I enjoy contributing to the success of our clients and team at True North Wealth Management. Assisting with marketing efforts and financial performance materials, I also help manage the team’s calendars to streamline their schedules and help ensure that priorities are met. This role allows me to blend my organizational skills with creativity, helping to ensure that the team remains efficient and focused on client needs. Through my work at True North Wealth Management, I have gained valuable exposure to financial data analysis and portfolio management, further deepening my understanding of the field. Working alongside experienced professionals at True North provides me with the mentorship and insight I need as I continue to grow in my career.

Outside of the office, I enjoy being with family, playing basketball, volunteering at church, and spending time outdoors.