True North Advisors

True North Advisors is a financial planner in Dallas, TX. Founded in 2000, True North Advisors is a privately held multi-family office and wealth management business serving business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory services. The firm was founded by Co-founders Scott Wood and Mark Gehlbach, who sought to build something radically different from what they experienced on Wall Street. True North Advisors operates as a solutions-oriented multi-family office, guided by values, trust, and expertise. The firm's investment team has deep consulting backgrounds from some of the largest institutions in the world, allowing them to deliver institutional quality investments to clients. The firm vets over 250 private and alternative investment opportunities annually, conducts 1,400 investment reviews annually, and has 130 cumulative years in private investment experience. They offer 115 tailored investment strategies, with 32 countries represented in their investment portfolio. The firm has 164 cumulative years of wealth planning and advisement and 26 years in business. The Dallas office is located at 3131 Turtle Creek Blvd #1300, situated on Turtle Creek Boulevard near Cedar Springs Road. The office is about a tenth of a mile from Turtle Creek Park and the Katy Trail Greenbelt, and sits close to Turtle Creek itself. True North Advisors has built a reputation for delivering a focused advisory approach with an entrepreneurial edge, providing clients access to institutional services and private investments to build diversified portfolios across various asset classes. The firm's mission is Fulfilling Lives, supported by a team that includes senior wealth managers like Michael J. Anderson, JD, CFP, a Partner and Senior Wealth Manager with over two decades of wealth management experience who joined True North at the end of 2008. True North Advisors brings its entrepreneurial, solutions-oriented approach to wealth management for families and business owners in Dallas, offering the kind of institutional investment access and alternative investment expertise that distinguishes the firm in the financial planning landscape.

Services:

• Alternative Investments
• Comprehensive Wealth Planning
• Investment Management
• Private Wealth Advisory
• Transaction Advisory Services