Salt Lake City Office
2150 E 1300 S
What Makes Us Different
At TruNorth we invest your money the way we want our money invested. There is no shortcut to creating a well thought out portfolio comprised of individual securities. We believe the extra effort it is well worth it for our money and yours.
TruNorth's Code of the West
The Code of the West was an unwritten cowboy law of the old American West. At the TruNorth team we have taken this code's principles and made them our own and it shapes the work we do for our clients.
What We Do
At TruNorth, we offer a range of services for both individuals and businesses. We create custom plans to help our clients meet their financial goals. We focus on personal relationships with our clients to offer individualized solutions and services.
The Value of Working With Us
Research shows that working with an advisor can improve your financial well-being and your overall quality of life. At TruNorth we have the knowledge and experience to guide you towards those benefits and reaching your financial goals.
Market Commentary Video and Report gives an overview of last month's market performance and a look at the month ahead.
In our latest Market View, we look at the latest economic situation and how it impacts your portfolio.
Our 2023 Tax Planning Guide can give you helpful information for this tax season.
TruNorth Investment Management is a full-service financial planning and asset management firm for individuals, families, and businesses. We have the insight and experience that can only come from over 25 years in the financial industry. TruNorth Investment is based in Salt Lake City, Utah and we have clients all over the country. Our focus is -and has always been- on personal relationships with the businesses and individuals we work with. We translate our insights into plans and strategies designed to focus on your financial success.
We strive to help you achieve your financial goals. We work to understand where you are currently, where you want to be, and help you stay on course to get there. We offer full-service financial planning for individuals and businesses. Whether you are planning for personal investments, education, retirement, estate planning, corporate retirement plans, or business continuity and succession planning, we are the team that can help you reach your goals. Everyone needs a little direction in life. Yours should be guided by TruNorth.
Raising Money Savvy Kids
No matter how old or young your kids are, it is not too late to start giving them the tools to make smart decisions about money. Whether you are a parent, grandparent, teacher, aunt, or mentor these are important concepts.
Going through a divorce is rarely simple. It's important to understand the financial considerations and decisions you will have to make along the way.
When it comes to investing, nothing will pay off more than educating yourself. We can help you learn the basics and then create a plan to reach your goals.