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TrueNorth Wealth Employee Directory

Financial ServicesUtah, United States11-50 Employees

TrueNorth Wealth operates in the financial services sector, providing independent financial planning. Its advisors are Certified Financial Planners who uphold a fiduciary duty to place clients' interests first and work on a fee-only basis, avoiding commissions and product kickbacks. The firm delivers comprehensive planning that integrates estate, tax, retirement, investment, and insurance considerations to align with each client's goals.

Headquartered in Salt Lake City, Utah, the firm maintains additional offices across the region, including Logan, St. George, and Boise. In May 2023, TrueNorth Wealth was recognized as a top wealth management firm in Utah and Idaho, reflecting its regional footprint.

Find TrueNorth Wealth employees' phone numbers or email addresses

TrueNorth Wealth Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

TrueNorth Wealth's Leadership

  • Chief Executive Officer at TrueNorth Wealth
    S. W.
    Chief Executive Officer
    Mobile Phone
  • Chief Compliance Officer at TrueNorth Wealth
    J. E.
    Chief Compliance Officer
    Mobile Phone
  • President Founder Of Truenorth Wealth at TrueNorth Wealth
    M. W.
    President Founder Of Truenorth Wealth
    Mobile Phone
  • President Chief Operating Officer Natalie Savage at TrueNorth Wealth
    J. G.
    President Chief Operating Officer Natalie Savage
    Mobile Phone
  • President Of Truenorth Retire at TrueNorth Wealth
    M. E.
    President Of Truenorth Retire
    Mobile Phone
  • Vice President at TrueNorth Wealth
    J. R. A.
    Vice President
    Mobile Phone
  • Account Manager at TrueNorth Wealth
    M. A.
    Account Manager
    Mobile Phone
  • Office Manager at TrueNorth Wealth
    A. M.
    Office Manager
    Mobile Phone

TrueNorth Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Finance
  • Customer Success
  • Operations
  • Other
  • Marketing
  • Banking
  • Business
  • Community & Social Services
  • Legal

Contact profiles from TrueNorth Wealth

Name
Title
Contact
Location
Last Update
  • President Founder Of Truenorth Wealth at TrueNorth Wealth
    M. W.
    President Founder Of Truenorth Wealth
    Mobile Phone
    United States, Utah
    Mar 13, 2026
  • Chief Executive Officer at TrueNorth Wealth
    S. W.
    Chief Executive Officer
    Mobile Phone
    United States, Utah
    Sep 10, 2025
  • Chief Compliance Officer at TrueNorth Wealth
    J. E.
    Chief Compliance Officer
    Mobile Phone
    United States, Idaho
    Nov 07, 2024
  • President Chief Operating Officer Natalie Savage at TrueNorth Wealth
    J. G.
    President Chief Operating Officer Natalie Savage
    Mobile Phone
    UNITED STATES
    Mar 13, 2026
  • Vice President at TrueNorth Wealth
    J. R. A.
    Vice President
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Account Manager at TrueNorth Wealth
    M. A.
    Account Manager
    Mobile Phone
    United States, Utah
    May 19, 2026
  • Office Manager at TrueNorth Wealth
    A. M.
    Office Manager
    Mobile Phone
    United States, Utah
    Apr 14, 2026
  • Investment Advisor Representative at TrueNorth Wealth
    C. R. H.
    Investment Advisor Representative
    Mobile Phone
    United States, Utah
    Sep 05, 2025
  • Wealth Associate at TrueNorth Wealth
    J. S.
    Wealth Associate
    Mobile Phone
    United States
    Dec 30, 2024
  • President Of Truenorth Retire at TrueNorth Wealth
    M. E.
    President Of Truenorth Retire
    Mobile Phone
    United States, Utah
    Apr 14, 2026

Frequently Asked Questions

What is TrueNorth Wealth known for?

Minus sign iconPlus sign iconTrueNorth Wealth operates in the Financial Services industry. You can contact TrueNorth Wealth's main corporate office by phone at
+1-801-274-****
. Explore TrueNorth Wealth's company overview page for more information.

What is TrueNorth Wealth's most common email format?

Minus sign iconPlus sign iconTrueNorth Wealth employees' email format typically follows the pattern of First@truenorthwealth.com. Trying to find reliable and up-to-date employee contact data? Find more TrueNorth Wealth email formats with LeadIQ.

How many employees does TrueNorth Wealth have currently?

Minus sign iconPlus sign iconTrueNorth Wealth has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are TrueNorth Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, TrueNorth Wealth's key employees include:

  • Chief Executive Officer: S. W.
  • Chief Compliance Officer: J. E.
  • President Founder Of Truenorth Wealth: M. W.
  • President Chief Operating Officer Natalie Savage: J. G.
  • President Of Truenorth Retire: M. E.

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