For the moments that change everything.
A sale, an exit, a loss, a new generation.
We keep the whole picture aligned as life moves.
What's next in your life?
Truing Capital Advisors is an independent wealth advisor for individuals and families whose wealth has grown more complex and requires more than investment management.
Everything you’ve built, working together.
Truing is the act of bringing something into alignment. We keep your wealth, decisions, and priorities working together, making thoughtful adjustments as your circumstances and opportunities change.
Understand what your wealth needs to do.
We look at your business, real estate, accounts, liabilities, and commitments together, then clarify what you want your wealth to accomplish for you and future generations.
Turn your priorities into an agreed upon plan.
We evaluate your options across investments, taxes, estate planning, and liquidity, then establish a course of action that reflects your goals and the trade-offs involved.
Coordinate the work and follow it through.
We implement your investment strategy and work with your CPA, attorney, and other professionals to move the plan forward, with clear responsibilities and next steps.
True up the plan as new decisions arise.
We review progress and adjust for changes in your family, business, and financial circumstances, keeping the plan relevant to where you are and what comes next.
Independent advice. Institutional custody.
Your accounts are held in your name with Goldman Sachs Custody Solutions. We provide advice and manage your investments according to your agreed upon plan.
Goldman Sachs provides custody, account statements, and online access, so you can review your holdings directly with the custodian.
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“ We take responsibility for moving the work forward, bringing the right people together and following through on the details. ”
Russell Price
Founding Partner, Private Wealth Advisor
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“ Understanding your opportunities starts with understanding your life, what you’ve built, who depends on you, and what you want to do next. ”
Sam Mineo
Founding Partner, Private Wealth Advisor
Let’s discuss your next chapter.
Truing Capital Advisors works with a limited number of clients.
