trusted wealth advisory
rooted in Fort Worth
Solutions-Oriented Wealth and Investment Management
Founded in 2000, True North Advisors is a privately-owned wealth advisory firm delivering alternative investment and wealth solutions to business owners, entrepreneurs, private investors, and families.
With over $4.6B1 in AUM, we have offices located throughout Texas, including Austin, Dallas, Fort Worth, and Kerrville, with additional locations in Greater Los Angeles and New York City Metro.
Meet Our Fort Worth Team
As a firm with local presence and ownership in Fort Worth, we feel a sincere sense of gratitude and duty to propel our community forward. Conveniently located in the heart of the Cultural District, we are proud to serve local families, business owners, entrepreneurs, and private investors in Fort Worth and throughout West Texas.
Chris Pate
Chief Operating Officer, Partner
Zak Kuhlman
Sr. Director of Wealth Management
Preston Morrison, CFP®
Wealth Manager
Cole Bruns
Wealth Analyst
Danielle Walker
Director of Investor Relations
Entrepreneurial at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.
Meet True North’s Co-founders
$4.6B+1
Assets Under Management
164
Cumulative Years of Wealth Planning Advisement
Focused Wealth
True North serves as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.
$812M+1
in Alternative Public and Private Market Investments
250+
Private and Alternative Investment Opportunities Vetted Annually
Investment Philosophy
Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.