What departments does TrueNorth Wealth have?

TrueNorth Wealth has employees across 4 departments including Operations, Customer Success, Administrative, Finance.

What is the largest department at TrueNorth Wealth?

The largest department at TrueNorth Wealth is Operations with 1 employees.

Where are TrueNorth Wealth employees located globally?

TrueNorth Wealth has employees across 1 continents and 1 countries including United States Of America.

How has TrueNorth Wealth's team size changed over time?

TrueNorth Wealth's team has decreased from approximately 18 to 12 employees based on available data.

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.

TrueNorth Wealth Global Highlights

North America
16

United States Of America
16

TrueNorth Wealth's Leadership

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

TrueNorth Wealth Employee Metrics

100%

50%

0%

2026

2025

Administrative
Finance
Customer Success
Operations
Other
Marketing
Banking
Business
Community & Social Services
Legal
Accounting

Contact profiles from TrueNorth Wealth

Name

Title

Contact Info

Location

Last Update

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

Frequently Asked Questions

What is TrueNorth Wealth known for?

TrueNorth Wealth operates in the Financial Services industry. The company's main headquarters is located in 1935 Vine Street Suite 120 Salt Lake City, Utah 84121 United States; you can contact the 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?

TrueNorth Wealth employees' email format typically follows the pattern of . 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?

TrueNorth Wealth has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are TrueNorth Wealth's key employees and leadership?

As of June 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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TrueNorth Wealth Employee Directory

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