Planning Together
We work with individuals and families who know what matters to them and want a financial plan that supports it.
They took the time to understand what matters to us, not just our portfolio. That made all the difference.
Sarah M.
Oregon
Our Clients
Our clients value an ongoing partnership with an advisory team that helps them make thoughtful decisions, stay grounded through change, and move forward with purpose.
Your Chapter
Whether you're advancing in your career, raising a family, caring for aging parents, or launching a business, you want financial decisions that support where you're headed.
Your Profile
You're managing investments, retirement accounts, stock options, real estate, or business equity—and you know the pieces should work together better than they do.
Your Goals
You want a long-term relationship with an advisor who knows your situation, answers your questions, and helps you make confident decisions.
Local Roots, National Reach
Founded and headquartered in Bend, Oregon, we serve clients across 20 states from coast to coast. While our roots are in Central Oregon, most of our client relationships happen virtually—allowing us to provide the same thoughtful, personalized guidance regardless of where you call home.
Take the First Step
We'd love to learn about your situation and share how we might be able to help.
Get answers about who we typically work with and whether we're the right fit for you.
Who will I work with day-to-day?
You will work with a dedicated advisory team through our team-based service model. This approach is designed to provide continuity, depth of expertise, and consistent support.
Your team includes a Senior Financial Planner who provides strategic oversight, a Lead Financial Planner who serves as your primary point of contact, and an Associate Advisor who supports analysis and implementation. All Senior and Lead Financial Planners are CFP® professionals. Our operations team also assists with account administration, paperwork, and scheduling.
Why do clients choose to work with True Wealth?
Clients value the clarity, calm and confidence that come from having a trusted partner guiding their financial decisions. We focus on education, transparency, and thoughtful planning so clients understand their options and feel empowered to move forward with confidence. Rather than focusing solely on numbers, we help connect financial decisions to purpose and values. We also work across generations, helping families build shared understanding and continuity. Our relationships are long term, and we are deeply committed to guiding clients to and through financial independence.
What type of clients do you work with?
We typically work with individuals and families between ages 35 and 60 who have built meaningful wealth—usually a net worth above $2 million or household income exceeding $300,000. More than the numbers, our clients share a desire for clarity, transparency, and a long-term planning partnership.
Do you have a minimum account size or net worth requirement?
For our full advisory relationships, we generally work with clients who have $2 million or more in net worth or household income above $300,000. However, we believe quality guidance should be accessible to everyone—which is why we created our All Access Program for those who don't yet fit these thresholds.
What if I don't meet your typical client profile?
We'd still love to help. Our All Access Program provides free 90 minute consultations with a Certified Financial Planner®—no minimums, no cost, no obligation. Everyone deserves access to professional guidance.
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. We partner with those seeking ongoing advisory relationships rather than transactional services — clients who prioritize aligning financial resources with personal values and desire long-term guidance from mid-career through financial independence.
Who is not the right fit?
Strong relationships require trust, openness, and shared expectations. Poor matches include those preferring transactional arrangements, seeking investment management without integrated planning, favoring short-term market timing, uncomfortable disclosing complete financial information, or prioritizing benchmark performance over life-centered planning.
From our Clients
Free Financial Guidance
Not ready to become a client? Join our True Wealth All Access Program for complimentary sessions with a CFP® professional.