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Why Us?


States where we service our clients


Households actively served


Years providing comprehensive planning services

When you step into the office of most professionals in the financial services industry, you’re going to find they only focus on one of 3 areas:

  • Investment Management – These advisors are focused on “assets under management” and on average only work with accounts worth $250,000 and up. Their main focus is your portfolio, not a wholistic plan.
  • Fee Only Planners – These advisors charge a flat fee and give advice in many areas of your plan, but you must go through other sources to actually implement their recommendations.
  • Insurance Agents – These professionals typically only work on commission and use insurance products to try and solve every problem.

At Truicity Wealth Management we take an integrated approach to planning, by combining these 3 areas we can help ensure that all your needs are met with a multidimensional plan all handled by one firm.

We’re designed to support you, your family, your business, and the legacy you want to live. As an independent firm with access to the Fortune 100 powerhouse that is Northwestern Mutual, we serve many families and business all over the country. Our advisors hold some of the most respected credentials in the industry, and have both the skillset, and longevity, to plan for you and the generations to come.

Why Us Chart

We will work with your other partners such as accountants, estate planning attorney, and private banker to provide you a holistic approach to your financial planning.