You deserve to live a life of true wealth.

Who We Help

Modern Elders

01

Modern Elders need guidance navigating their next chapter and want to reframe the term  ‘retirement’.  Instead they are looking for a ‘re-wirement’  of their lives and purpose.  We talk them through options aligned with their values.

Thriving Entrepreneurs

02

A Thriving Entrepreneur needs someone to help them understand how to manage cash flow, taxes and how to structure their personal financial lives as a result of the concentrated risks they take in their business.  We help them solve these issues.

Executive Delegators

03

Executives, doctors, lawyers and other busy professionals are familiar with the benefits of delegating important task to people they trust.  We give high earning women, men and couples time back to focus on what matters most to them.

Investment Professionals

04

People in the investments business may have illiquid alternative investments, need to pre-clear trades, or want more insight into managing their investment strategy. We help structure a financial and investment plan tailored to their unique goals and circumstances.

Meet the TruWealth Team

Our personal attention, one-on-one mentorship and tailored guidance will help you navigate the daunting world of financial products and services. Each year we work with a very select number of clients. The personal guidance you receive are tailored to your journey and designed to be truly transformational.

  • Working with Mindy at Truman Wealth has been one of the best investments I've ever made in my future. Over the past two years, we've built a clear path and plan to my goals and she has consulted in every major financial decision. Mindy goes out of her way to ensure my money is working for me and constantly provides new ideas and inputs for how to reach the next level. She genuinely cares about my financial success and it is evident in every single conversation. I could not recommend her more highly and personally refer her to my friends and clients alike.

    Leigha M.

  • Mindy is an amazing consultant! I really trust her. She was referred to us from a friend of mine that I have a tremendous amount of respect for.

    Nick W.

  • Mindy goes above and beyond for her clients. She tailors her strategy for investing based on your personal goals and preferences. She communicates often, including making great suggestions that have helped me save a ton of money. Plus, she’s fun and funny. If you’re looking for someone who is knowledgeable, trustworthy and responsive, hire Mindy!

    Michelle G.

These testimonials are unsolicited. Individuals providing these testimonies have not been compensated directly or indirectly. The testimonials displayed on this website reflect the personal opinions of individual clients and may mot represent all clients’ experiences.