True North Wealth Collective is an independent, privately held financial planning and wealth guidance firm serving clients across the United States. A fee-based fiduciary, the firm centers each client’s goals, values, family, community, and vision for the future, creating clear, personalized plans rather than applying a one-size-fits-all approach. Its guidance covers financial goals, retirement, investments, and estate planning, helping clients make informed decisions through life’s milestones and transitions.

The firm works with women, LGBTQ+ clients, socially responsible investors, families, and professionals, and welcomes people seeking advice aligned with their personal convictions. Founded by Shannon Clark, CFP®, after decades in the financial industry, True North aims to offer thoughtful, judgment-free planning in a respectful and collaborative setting. The firm listens, develops plans in plain language, and stays alongside clients as circumstances and markets change.

It also coordinates with professionals inside and outside the firm when additional expertise is needed. Client assets are held at Charles Schwab, and introductory conversations are offered without cost or obligation