What Does TrueNorth Wealth Do?

Total employees60
HeadquartersLehi
Founded2009

TrueNorth Wealth is an independent, fee-only wealth management firm dedicated to providing comprehensive financial planning and investment management services. Acquired by Wealth Enhancement Group in December 2023, the firm continues to serve high-net-worth individuals, families, and business owners, helping them navigate complex financial landscapes to achieve their long-term goals. Their approach is client-centric, focusing on personalized strategies and a fiduciary standard of care.

Where Is TrueNorth Wealth's Headquarters?

TrueNorth Wealth officeTrueNorth Wealth officeTrueNorth Wealth officeTrueNorth Wealth office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as a key operational hub for the TrueNorth Wealth team, focusing on client relationship management, financial planning, and investment advisory services for the region.

Notable Features:

Located in a modern commercial business park, providing a professional environment for clients and staff. Specific architectural details are not publicly highlighted.

Work Culture:

The team fosters a culture of integrity, collaboration, and client-first service, emphasizing professional development and a commitment to fiduciary responsibility.

HQ Significance:

Strategically situated in a rapidly growing economic area of Utah, facilitating access to a dynamic client base and talent pool. Its integration with Wealth Enhancement Group expands its resources and reach.

Values Reflected in HQ: Professionalism, client trust, and financial expertise are reflected in its well-maintained and accessible office location.

Location:

TrueNorth Wealth primarily operates within the United States, with offices in Utah, Idaho, and Nevada. Following its acquisition by Wealth Enhancement Group, it benefits from the broader national reach of its parent company. While direct international offices under the TrueNorth Wealth brand are not a focus, they may assist U.S. clients with international financial considerations as part of their comprehensive planning services.

Street Address:

2000 W. Ashton Blvd, Suite 350

City:

Lehi

State/Province:

UT

Country:

USA

Where Else Does TrueNorth Wealth Operate Around the World?

St. George, UT, USA

Address: 1060 South Main Street, Unit 101B, St. George, UT 84770

To serve the distinct financial needs of the St. George community and surrounding areas, offering accessible, personalized financial guidance.

North Logan, UT, USA

Address: 1600 North 200 East, Unit B, North Logan, UT 84341

To offer dedicated financial advisory support to the Northern Utah community, focusing on long-term wealth creation and preservation.

Boise, ID, USA

Address: 950 W. Bannock Street, Suite 1100, Boise, ID 83702

To establish a strong presence in the Pacific Northwest, providing expert financial advice to Boise's expanding population and business sector.

Las Vegas, NV, USA

Address: 1980 Festival Plaza Dr, Suite 300, Las Vegas, NV 89135

To cater to the financial planning and investment needs of individuals and families in Southern Nevada.

Buying Intent Signals for TrueNorth Wealth

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading TrueNorth Wealth? Meet the Executive Team

As of April 2025, TrueNorth Wealth' leadership includes:

Scott Stratton, CFP®, ChFC® - Co-Founder (Continues leadership role with Wealth Enhancement Group)
Joe Griffin, CFP®, AIF® - Co-Founder (Continues leadership role with Wealth Enhancement Group)
Jake Murray, CFA®, CFP® - Partner & Chief Investment Officer (Continues leadership role with Wealth Enhancement Group)
Jessica H. Hekmat, CFP®, CPA - Partner & Director of Financial Planning (Continues leadership role with Wealth Enhancement Group)

Who's Investing in TrueNorth Wealth?

TrueNorth Wealth has been backed by several prominent investors over the years, including:

Wealth Enhancement Group (Acquired TrueNorth Wealth in December 2023)

What Leadership Changes Has TrueNorth Wealth Seen Recently?

Hire0
Exits0

The most significant executive news for TrueNorth Wealth in the last 12 months was its acquisition by Wealth Enhancement Group in December 2023. The existing TrueNorth Wealth leadership team, including co-founders, transitioned to Wealth Enhancement Group to continue leading their team and serving clients.

What Technology (Tech Stack) Is Used byTrueNorth Wealth?

Discover the tools TrueNorth Wealth uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

TrueNorth Wealth Email Formats and Examples

Prior to its acquisition, TrueNorth Wealth commonly used an email format combining the first initial and last name. While now part of Wealth Enhancement Group, legacy email formats might still be operational for a transition period, or team members may have transitioned to Wealth Enhancement Group's email system.

[first_initial][last]@truenorthwealth.com

Format

jdoe@truenorthwealth.com

Example

75%

Success rate

What's the Latest News About TrueNorth Wealth?

Business Wire • December 5, 2023

Wealth Enhancement Group Announces Acquisition of TrueNorth Wealth, an Independent RIA with Over $1 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm, announced its acquisition of TrueNorth Wealth. Based in Lehi, Utah, TrueNorth Wealth managed over $1.07 billion in client assets. Its team, led by co-founders Scott Stratton and Joe Griffin, joined Wealth Enhancement Group....more

PR Newswire • October 26, 2023

TrueNorth Wealth Named One of Utah's Fastest Growing Companies by MountainWest Capital Network for the Fourth Consecutive Year

TrueNorth Wealth was recognized as one of Utah's 100 fastest-growing companies by the MountainWest Capital Network (MWCN) Utah 100 for the fourth consecutive year, highlighting the firm's significant growth and contribution to Utah's economy prior to its acquisition....more

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