Salt Lake City Office
2150 East 1300 South,
TruNorth Investment Management is a full-service financial planning and asset management firm for individuals, families, and businesses. TruNorth 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.
It takes a compass, the stars and a map to guide you safely to your destination.
Sharon has over 25 years investment experience in both up and down markets. Together with the TruNorth team, Sharon can help you identify and solidify your goals, and direction, plot a clear path to get to you to your destinations, utilizing comprehensive financial planning skills while keeping a sharp eye on investment risk, returns, cash needs, and time horizons.
Being an effective financial advisor includes having a vast professional network, working with the best of the best, in related disciplines forming a strong team that includes legal, tax and investment advice to have it all work together for your benefit.
TruNorth Investment Management has the skills, the network and knowledge to help create and monitor portfolios to weather the storms and ride on high tides in fair weather.
Studies show that working with an advisor can have long-term payoffs. We break down how working with us can benefit you both financially and your peace of mind.