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Serving Clients Coast to Coast text with Ohio and US maps

We currently have Clients in 26 States & growing with 2 offices (Dublin & Wooster) Ohio!

The TNWP team with text Supported By A Great Team!
True North office building at Bradenton Ave

Stop by and visit as we love to see you!

The TNWP team at a ribbon-cutting ceremony.

"Welcome Home"

Modern brick office building partially obscured by trees.

Free Guest parking in front or back & office located on the
2nd Floor (Suite #250)

Two men smiling at the NYSE with the American flag.

Eric's enjoying closing bell on the NYSE!

Man at NYSE with Strive Asset Management screens

Eric's "Bucket List"!

The Vantage Point podcast team posing in a hallway.
True North Wealth Partners group with Santa for the holidays

Welcome to True North Wealth Partners as we love to be of assistance in helping you "Invest Wisely & Plan Ahead!" How much Risk are you taking & are you on track towards a comfortable retirement plan? We can help & show you the way...

Two men smiling for Vantage Point with TNWP podcast.

Planning, saving and investing can be complicated. At True North Wealth Partners, you don't do it alone, we are your investment fiduciary.

We are supported by Stratos Investment Management (SIM), one of our research partners (two CFA's ® and analysts) to help design a portfolio with your unique goals in mind.  The coach-quarterback concept! Together with SIM and other Strategic Research Partners, we search a universe of mutual funds, exchange traded funds (ETFs), stocks, and indices.

Stratos Wealth Advisors  – In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

Stratos has an operational infrastructure atypical in the independent space, with more than 60 employees, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients. 

Click here to book some time with Eric Susi 

Click here to book some time w/ Andy Smith

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Videos

We have interesting videos for you to watch on my site.

Contact Us

Please feel free to contact us with any questions.

Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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