TrueNorth Wealth - Salt Lake, Utah — Wealth Management | Cottonwood, UT

Serving Ogden, TrueNorth Wealth - Salt Lake, Utah, is a financial firm that specializes in assisting high-net-worth individuals. Its team of financial advisors helps clients manage and distribute their wealth, addressing matters regarding 401k funds, retirement plans, Social Security benefits strategies, and taxes in the process. They also develop retirement plans and build investment portfolios. The company founder, Marty Watkins, is a Certified Financial Planner who oversees more than $430 million in assets for his clients. He has over two decades of industry experience.