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True North Wealth Advisors is an independent, fiduciary investment firm committed to helping our clients make well-informed financial decisions to achieve their long-term goals. Drawing on decades of institutional investment experience, we deliver sophisticated investment guidance and financial planning to individuals and families, as well as smaller endowments and foundations.
True North Wealth Advisors operates as a fee-only financial services firm. As a fiduciary, we are legally and ethically obligated to act in the best interests of our clients. We charge fees based on assets-under-management and are compensated solely by the clients we serve — not through commissions, products sales, or third-party incentives.
Our success is directly aligned with our clients’ success.
We understand that even those who recognize the value of professional guidance may hesitate to seek it. Making the decision to work with a financial advisor involves placing your trust in someone to advise you on matters that are deeply personal and financially meaningful.
We partner with individuals and families to bring clarity and structure to their financial lives.
We have a particular focus on working with women who are building wealth or navigating major life transitions
We are uniquely positioned to deliver highly personalized outsourced Chief Investment Officer services with the depth and discipline of an institutional approach.
We work with those who seek a personalized experience that reflects their unique goals, circumstances, and needs. We provide the level of attention and care our clients deserve and we intentionally work with a only select number of relationships.
At True North Wealth Advisors, we serve individuals and families who value trust, transparency, and a long-term partnership with their financial advisor.
True North Wealth Advisors Founder and CEO Andrea Anastasio
For 25 years, I held senior investment and leadership roles at some of the world’s leading global asset managers. Throughout my career I had the privilege of advising institutional investors on how to meet their investment goals.
I founded True North Wealth Advisors to bring an institutional investment experience to individuals, families, and smaller endowments and foundations—clients often overlooked by traditional outsourced CIO models.
At True North, investment strategy and client partnership are never separate functions: I personally design and manage each portfolio, ensuring every decision reflects both market insight and my clients’ unique goals. By combining direct portfolio management with deep personal relationships, I aim to be a true long-term partner—offering thoughtful guidance, customized strategies, and trust earned through every interaction.
For 25 years, I held senior investment and leadership roles at some of the world’s leading global asset managers. Throughout my career I had the privilege of advising institutional investors on how to meet their investment goals.
I founded True North Wealth Advisors to bring an institutional investment experience to individuals, families, and smaller endowments and foundations—clients often overlooked by traditional outsourced CIO models.
At True North, investment strategy and client partnership are never separate functions: I personally design and manage each portfolio, ensuring every decision reflects both market insight and my clients’ unique goals. By combining direct portfolio management with deep personal relationships, I aim to be a true long-term partner—offering thoughtful guidance, customized strategies, and trust earned through every interaction.
True North Wealth Advisors Founder and CEO Andrea Anastasio
At True North Wealth Advisors, we offer a full suite of wealth management services designed to support every aspect of your financial life.
At True North Wealth Advisors, we offer a full suite of wealth management services designed to support every aspect of your financial life.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.