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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.
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.
Located in a modern commercial business park, providing a professional environment for clients and staff. Specific architectural details are not publicly highlighted.
The team fosters a culture of integrity, collaboration, and client-first service, emphasizing professional development and a commitment to fiduciary responsibility.
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.
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.
2000 W. Ashton Blvd, Suite 350
Lehi
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.
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.
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.
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.
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.
As of April 2025, TrueNorth Wealth' leadership includes:
TrueNorth Wealth has been backed by several prominent investors over the years, including:
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.
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.
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
Business Wire • December 5, 2023
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 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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