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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. 

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

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