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True North Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

True North is pleased to announce the appointment of Melissa Lucas as Managing Director and Susan Rowinski as Senior Wealth Manager, who will together be spearheading the firm’s expanding Family Wealth solution.

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Family Wealth Offering Announcement (2)


True North’s Michael Anderson is First Donor to the Newly Reimagined Texas Tech School of Financial Planning Double T Society

As a founding member, Anderson knows firsthand the transformative impact of the Personal Financial Planning (PFP) program and is dedicated to giving students the same opportunities he had.

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Mike Anderson Founding Member Double T Society (2)


Celebrating Women Entrepreneurs: Highlights from True North's 2nd Annual Spring Luncheon

Our highly anticipated 2nd Annual Spring Luncheon was a successful gathering that showcased the wisdom and innovation of some of Dallas’ most inspiring leaders in entrepreneurship and business.

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True North Named Among Top 75 Best Places to Work Nationwide for Financial Advisors in 2024

True North is honored to be recognized for the 8th consecutive year for our dedication to creating an exceptional workplace environment.

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InvestmentNews 2024


Chief Compliance Officer and Managing Director of Finance Celebrates a Decade of Service at True North Advisors

Will’s financial vision and expertise have been instrumental in steering our company towards sustained growth and prosperity.

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Wealth Partners Capital Group and HGGC Establish Strategic Partnership with True North Advisors

Investment will provide Texas-based RIA with capital and expertise to drive growth via M&A

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Mike Anderson Celebrates 15 Years with True North

As a partner and one of our most seasoned senior advisors, Mike Anderson celebrates milestone anniversary of dedicated service at True North.

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True North Announces New Fort Worth Office Expansion

True North announces a milestone in the growth of the firm. The Fort Worth office will be expanding to a new, modern office space at Museum Place.

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True North Ranked by Forbes as one of America's Top RIAs

True North ranked in the top 1% of all independent wealth management firms in the country by Forbes / Shook Research.

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True North Honors All Veterans and Our Team Members Who Served

True North is honored to employ four incredible veterans that have added intangible value to our team and culture

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True North Recognized as #1 Best Place to Work by Dallas Business Journal

Ranking at 96.1 out of 100, this recognition is solely based on anonymous employee feedback through an annual Quantum Workplace Survey.

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True North Recognized in DBJ's Middle Market Top 50 Fastest Growing Companies

True North Advisors is honored to be recognized by Dallas Business Journal as one of the 2023 Middle Market Top 50 fastest-growing private and public companies in North Texas.

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True North CEO Named 104th President of Salesmanship Club of Dallas

Scott Wood, True North's CEO and devoted 14-year member of the Salesmanship Club of Dallas, has been elected as president of the Dallas-based nonprofit service organization.

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True North Ranked in Top 1% of RIAs Nationally

Financial Advisor (FA) Magazine recognized True North Advisors in their 2023 Top RIA rankings, putting the firm in the top 1% of all RIAs nationwide (15,000 firms nationally).

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Doug Hudson Announced as Senior Director of Growth

True North Advisors announced today that Doug Hudson has joined the firm as Senior Director of Growth.

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True North Announces Danielle Walker As Director of Investor Relations

True North Advisors is pleased to announce that Danielle Walker has joined the firm as Director of Investor Relations of the firm's private investment platform, Western Alternative Strategies.

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True North’s President Announced as Finalist in D CEO’s 2022 Nonprofit and Corporate Citizenship Awards

True North's President, Mark Gehlbach, recognized as finalist for Corporate Leadership Excellence Award in D CEO's 2022 Nonprofit and Corporate Citizenship Awards.

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True North recognized as one of the 75 Best Places to Work Nationwide by InvestmentNews

True North is honored to be recognized as a Multi-Year Award Winner of the 2022 InvestmentNews Best Places to Work project.

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Chris Pate Interview on The FORT Podcast

Our Managing Director of Fort Worth, Chris Pate, sat down with The FORT Podcast host, Chris Powers

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Chris Pate with Chris Powers on Fort podcast


True North’s CEO Recognized in Dallas 500 Top Influential Leaders in North Texas

True North is honored to announce that our Co-Founder & CEO, Scott Wood, has been recognized as a multi-year honoree among D CEO’s Dallas 500 in the latest 2022 Edition.

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True North Ranked Among D Magazine’s Top Wealth Management Firms

True North is honored to be recognized for the 7th consecutive year among D Magazine’s Top Wealth Management Firms in its latest November 2021 issue.

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First & Second Quarter 2021

While the investment stories of names like Dogecoin, AMC and GME may or may not be familiar to the average client of True North

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Third & Fourth Quarter 2020

San Francisco’s emergence as the most important city on the West Coast in the 19th century was simply attributable to fortunate geography.

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Texas multi-family office eyes event-driven HFs

Dallas-based multi-family office True North Advisors is bullish on event-driven strategies as it looks to outmanoeuvre crowded trades

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Second Quarter 2020

It is an election year in America in the 21st century.

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Celebrating 20 Years in Business

This month we are celebrating 20 years in business.

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