Katie Botik's Contact Details

Katie Botik's Company Details

True North Advisors LLC

Dallas, TX, US • 50 - 99 Employees
Financial Services

True North is a fee-only, independent wealth management firm compromised of service-focused, disciplined advisors who are committed to excellence. We seek to Fulfill Lives™ for our clients, community partners and team members. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined.True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions no matter what stage of life they may be entering. Additionally, our Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform.True North offers conflict-free advice that's inspired by our clients' aspirations, not sales commissions. We view ourselves as stewards of our clients' wealth and well-being.