Services

True North Grow

Designed for individuals with less than $250,000 to invest

Goal Clarity: We help you define and prioritize your financial goals, so our recommendations always align with what matters most to you.

Evidence-Based Investment Management: Your portfolio is built and managed using proven, research-driven strategies— not the latest meme stock.

Tech-Forward Efficiency: Our modern tech streamlines your experience and maximizes convenience so you can spend time doing what you enjoy most.

True North Navigator

Designed for Pre-Retirees and Retirees with $250,000 or more to invest

Increase Income & Invest Smarter:
We design your investments to increase retirement income & reduce the risk of outliving your money.

Tax-Smart & Risk-Aware Planning:
We implement strategies to help you keep more of what you’ve earned and prepare for life’s uncertainties.

Legacy & Family Support:
We partner with you to ensure your wishes are clear and your loved ones are protected, both now and for the future.

Grant Evans Wealth Management, L.L.C. DBA True North Wealth is listed with the State of Indiana as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state “de minimus” exemption. The purpose of this website is limited to the dissemination of general information regarding the services offered by Grant Wealth Management, L.L.C. DBA True North Wealth and does not provide investment advice. This site is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Grant Evans Wealth Management L.L.C. DBA True North Wealth is not currently authorized to do so. Full Disclosures

Services

True North Grow

True North Navigator

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