- Financial Planning
TrueNorth Wealth is a financial management firm serving clients in Sandy and the neighboring areas. Since its establishment in 2006, the firm has managed over $800 million in client assets. Its financial advisors hold more than 30 years of collective experience, providing financial planning, tax counseling, and investment management services, in addition to 401(k) pensions and profit-sharing plans. They cater to individuals, corporations, institutional clients, and small businesses. Its advisors aim to oversee the management of their clients' assets and wealth distribution.