Financial AdvisorsGuiding Your Wealth with Purpose
At TrueNorth 42 Wealth, we help high-net-worth individuals, families, and small business owners in Ann Arbor, MI, greater Detroit area, and beyond navigate their financial journey with confidence. Our holistic approach to financial life planning goes beyond investments—we align your wealth with your values, helping to ensure your legacy serves, supports, and empowers future generations.
How Can We Help?
At TrueNorth 42 Wealth, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Tax Planning
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Private Client
Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
We Are Your
Coach
Accountability Partner
Advocate
Coach
Accountability Partner
Advocate
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

A Team Committed to Your Financial Journey
At TrueNorth 42 Wealth, we believe financial planning is more than numbers—it’s about people, values, and lasting impact. Our team is dedicated to guiding you through every stage of life, helping you build a legacy that aligns with what matters most. With deep knowledge and a commitment to personalized service, we work alongside you to simplify complex decisions and create a clear path toward financial freedom.
Get to know the team behind your journey.
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3 Methods to Not Run Out of Money
