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Whether you're ready to begin planning or just have questions, we're here to help.
Frequently Asked Questions
Get answers about how comprehensive financial planning works and what to expect.
Who do you typically work with?
We work with individuals and families who want clarity and confidence around their finances, so their wealth supports the life they want to live.Our clients are looking for more than transactions or one-time advice. They value an ongoing partnership with an advisory team that helps them make thoughtful decisions, stay grounded through change, and move forward with purpose.
They care about aligning their financial resources with what matters most, whether that is family, meaningful work, charitable giving, personal interests, or creating impact across generations.
True Wealth is a “to and through” financial planning firm. We partner with clients over the long term, often beginning in mid-career and continuing through financial independence and beyond. Our role is to guide, support, and walk alongside you as life evolves.
How are your fees structured?
Our advisory fees are based on a percentage of assets under management. As your assets grow, the percentage decreases. This structure reflects the long-term nature of our client relationships, aligns our interests with our clients and supports the depth of planning we provide.
Transparency is central to how we work. All fees are clearly explained before you become a client, and we are always available to answer questions so you understand exactly how your fees are calculated and why specific approaches may be recommended.
Where are my accounts held?
Your accounts are held at Charles Schwab. Schwab safeguards your assets, executes trades, and provides secure online access so you can view your accounts at any time.
Your investments may include strategies from leading investment firms such as Goldman Sachs, BlackRock, WisdomTree, and City National Rochdale. We also continually evaluate investment managers to ensure strategies remain aligned with your goals and time horizon.
Our role is to coordinate these strategies, monitor results, and adjust when needed so your portfolio continues to support your broader financial plan.
Are you hiring?
We are always open to connecting with people who share our values and commitment to empowering others.
True Wealth is built on collaboration, integrity, and shared purpose. We believe great work happens when people feel supported, trusted, and aligned with a meaningful mission.
If you are interested in joining a team that values growth, accountability, and genuine human connection, we would welcome a conversation.