
Team Thoughts
Stay up to date on the latest market news with Monthly Market Updates from Tim Truebenbach, CFP®.
Our Story
True Private Wealth delivers financial services and investment guidance to professionals, families, individuals, and business owners. Our mission is to better serve our clients by focusing on what matters to them. We demonstrate our commitment to this mission through our three core principles: a Process-Based Approach, a Focus on Collaboration, and Personal Attention.
Our Services
Our services are based on in-depth planning with insights from our experience in the financial world.
- Executive Financial Services
- Financial Planning
- 401(k) Rollover Options
- 529 Plans
- Business Planning
- Business Succession Planning
- Cash Management
- Estate Planning Strategies
- Professional Portfolio Management
Meet Our Team

Process-Based Approach
Effective money management requires a straightforward plan tailored to your “now” as well as your future. At True Private Wealth, we have established a thorough discovery process to identify and understand your goals. We then work hand-in-hand with our clients to establish a clearly outlined plan.

A Focus on Collaboration
Our team at True Private Wealth is comprised of experienced professionals who emphasize the importance of teamwork and draw from a pool of expertise. We also collaborate with partners outside of our firm, including CPAs, money managers, and attorneys, to provide a multi-faceted, comprehensive plan.

Personal Attention
We understand the importance of feeling secure when it comes to your assets. Our dedicated team takes a client-centric approach to help create a comfortable environment. We prioritize consistent and clear communication through all market cycles so you stay informed and on track.
Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.