True Wealth Group Team                 

At True Wealth Group we specialize in comprehensive financial planning including investment management, insurance planning, and tax strategy. We are committed to providing clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and or individual strategy. We have a wide breadth of product offerings and investments to meet the needs of vastly different demographics and wealth/income levels. 

TJ and True Wealth Group operate from a core belief that financial planning is far too serious to handle alone. Our process begins in consultation by gathering information, addressing areas of concern, educating the clients, and finally making recommendations based on their unique needs and desires. This is accomplished with the ultimate goal of helping each client build, protect and preserve their net worth while achieving their goals.

Having a true financial plan brings a level of peace that not many other professions can provide for families. Our practice engages with clients in multiple ways including through financial planning fees for our ongoing planning service. These fees are for service and independent of our investment management. We incorporate tools like Right Capital to allow our clients to have a positive user interface to interact with their financial plan in real time. 

Our MISSION is to educate and serve our clients through the strategic accumulation, protection, and growth of true wealth. We work with motivated and disciplined families/individuals/entrepreneurs who aim to create freedom for themselves and their families through generational wealth. We believe that our financial planning should be a moral process that is guided by the Bible and in accordance with what God's word says. When we choose to be wise stewards of the resources we have been blessed with, it allows us to live out our calling to be financially prosperous and use our resources to further the Kingdom. We believe that our financial blessings are not of our own works, but from the skills and guidance we have been given from the Lord (Deuteronomy 8:17-19).