Comprehensive financial planning services
True Measure Wealth Management is a fee-only advisory and management firm that integrates financial planning and investing management into the overall pursuit of personal growth. We strive to know each client deeply, which enables us to interpret the complexity of finance and investing for individual preferences. We use personality and behavioral indexes to understand the many layers of finance and investing for each unique family.
Our core efforts are centered on the ongoing wealth management of your personal financial plan and goals. Maintaining your chosen standard of living, helping you to fulfill your obligations and the commitments you have made to others, and working with you to build and preserve lasting financial independence.
True Measure offers a multitude of services including executive stock option analysis, retirement planning, estate planning, cash flow analysis, and tax planning. We also offer our clients access to our on staff notary for their convenience. See our list of services below.
Deferred Compensation Plan
Health Expense Planning
Cash Flow Analysis
Executive Stock Option Planning
Future Goal Planning
Advice in your best interest
True Measure operates as a fee-only financial advisory firm, federally registered with the SEC. Our advisors don’t receive commissions on the products they recommend and manage portfolios and assets based on the best interest of the client. We do this not only because it’s the right thing to do, but because we hold ourselves to a fiduciary responsibility.
Our approach to working on your behalf under a personalized annual retainer agreement allows us to deliver a unique level of objectivity, diversity of service offerings and depth of resources that will truly enhance your ability to build and maintain happiness and financial success.