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Caleb Brian
Senior Director Of Wealth Planning at True North Advisors
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Work Experience
Jan 2022 - Present · 2 years and 11 months
Senior Director Of Wealth Planning
Jan 2024 - Present · 11 months
Director Of Wealth Planning
Oct 2022 - Jan 2024 · 1 years and 3 months
Senior Wealth Manager
Jan 2022 - Nov 2022 · 10 months
Company Details
51-200 Employees
True North Advisors is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. True North offers a wide range of wealth and investment offerings to individuals and investors including integrated wealth planning, business exit planning, and private investment solutions. True North is steered by the visionary leadership of its Co-founders, Scott Wood and Mark Gehlbach. Embodied in its mission of Fulfilling Lives™, True North delivers a holistic approach to wealth and investment management, enriching lives and legacies across multiple generations. Since inception, True North has remained committed in its pursuit of excellence, offering bespoke solutions crafted to ensure the longevity and prosperity of client portfolios. True North continues to redefine the standards of wealth planning and alternative investment strategies, crafting innovative solutions for its clients and individual investors.
Year Founded
2000
Social Media
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Industry
Financial Services
HQ Location
3131 Turtle Creek Blvd Ste 1300 Dallas, TX 75219, US
Keywords
wealth managementvisorsfinancial advicefinancial planninginvestment portfolio managementlternative investmentsinstitutional quality investment accessgenerational wealth planningmulti-generational success planningbusiness exit planning
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