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September 11, 2020

My Choice, My Voice

There’s a great song by Pam Rose called “My Life”. I’ve listened to it hundreds of times. This song has motivated me and kept me grounded throughout my career. It’s great to listen to after a long day or just to get your mind back in line with the bigger purpose of your life. But the message of this song couldn’t be any clearer. It’s about having a purpose, having a vision, taking responsibility for your actions, and setting a course of your choice along your path. It’s about speaking up for yourself and owning up to your decisions. Click here to listen to […]
August 13, 2020

Making Fantastic Lemonade from Covid’s Lemons

You are living through, and surviving, one of the most tumultuous times in World History. Your schedule has been upended. The amount of change you are experiencing in your life is most likely at it’s peak. Many of you, or someone you know, has likely experienced a huge career impact. Vacations have been uprooted and re-booked some time in the future. The way kids experience school is completely changing. We have no sports. You get the gist. It’s easy to focus on the negative. Let’s spin this puppy around and find the upside. The amount of increased family time has been incredible for many […]
August 9, 2016

Second Opinion Service with TRUE

When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement? How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, […]
July 6, 2016

The Big Picture of Diversification

The Big Picture of Diversification: A Lesson on the Golf Course A few years ago, I was out playing golf with some friends.  We had decided to play the Overland Park West course that winds through the upscale Nottingham by the Green neighborhood.  On this particular afternoon the weather was quite wonderful; 75°, slightly overcast, very light breeze, with mild humidity.  We began by taking our tee shots on the first hole. As with any tee shot, you must always think about your second shot.  You must be mindful of trees, traps, hazards, and in the case of this course, […]
April 22, 2016

Why True?

At True Private Wealth Management, we understand your wealth needs are unique to your place in life. We work in partnership with you to design a personal roadmap to guide you from where you are today to where you want to be in the future. Since 2003, we have been working with individuals, families, and business owners to grow and protect their wealth by managing portfolios designed to optimize the chances of their success. When you hire us as your trusted adviser, we use our proprietary, research based strategies and investment techniques that we have created to work successfully in […]
April 21, 2016

Retirement Planning

Choosing to retire is a huge step in life. Many times it’s an irreversible decision. At first glance it may seem as though it’s a daunting task. One that you’d like to push off to a later date. We encourage you not to push it off. Our clients will tell you that sitting down with us and talking through the process to retirement is rewarding. (Yes, everyone wants to know “Do I have enough to retire?” but we find that even though you may certainly have enough, you may not be mentally ready.) Being mentally ready for retirement is a […]