True North Advisors
Scott Wood has a diverse work experience in the financial industry. Scott started their career at The Chase Manhattan Bank in 1989 as a Vice President - Investment Consultant, where they served until 1995. Scott then joined Lockwood Financial as a Financial Consultant from 1995 to 2000. In 2000, Scott co-founded True North Advisors, LLC, where they currently serve as the Chief Executive Officer. True North offers wealth planning and investment management solutions, with a focus on high net worth families and individuals. The firm aims to provide a unique approach to wealth management, tailored to each client's individual goals and needs.
Scott Wood attended Baylor University from 1985 to 1989, earning a Bachelor of Business Administration degree in Finance/Economics. In addition to their degree, they have obtained various certifications, including the Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute, Certified Investment Management Analyst (CIMA) from Investments & Wealth Institute, and Certified Private Wealth Advisor (CPWA) also from Investments & Wealth Institute. The specific months and years of when they obtained these certifications are not provided.
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.