Scott Wood

Entering his 25th year in the industry, Scott Wood is Co-founder and Chief Executive Officer of True North Advisors. Believing that a fee-based rather than commission-based structure is the standard for truly impartial investment advice, Scott partnered with Mark Gehlbach to found True North as one of the first fee-based firms in the country. Scott is the architect of the firm’s vision, strategy and culture and is a member of the firm’s Investment Policy Committee. He also shares responsibility for shaping the growth, profitability and marketing of the firm. Scott holds the distinction of being a Certified Investment Management Analyst® (CIMA) – awarded by the Wharton School of Business – and is a Chartered Private Wealth Advisor®. Scott is also an active member in the Investment Management Consulting Association (IMCA). He was recently named to the Dallas 500 as one of the the most influential business leaders in North Texas and one of the top 12 in the Investment Industry. At heart, Scott is an entrepreneur. After graduating from Baylor University with a Bachelor of Business Administration in Finance and Economics, Scott began his career at Chase Manhattan Investment Services, New York, where he was responsible for the day-to-day management of this new venture’s privately managed accounts and trading operations. He moved to Dallas with Chase and began working within a fee-based structure. While there, Scott was recognized as a top-ten producer in Chase’s national network, embracing the entrepreneurial latitude he was afforded to conduct business in a new, client-centric way. A visionary in terms of guiding principles, Scott moved to Lockwood Financial, the only independent advisory platform at the time, because he knew the company represented the future of the industry. With experience to round out his philosophies, Scott left to start True North Advisors to expand the services he could offer in a fee-based environment. Today, as a leader in the industry, he continues to advocate against conflicts of interest that compromise objectivity and transparency for the client. Locally, Scott is a member of the Salesmanship Club of Dallas, and is currently serving as Chair of the Retirement Plan Committee for the Club. He is the Vice Chair of the North Texas Young Presidents Organization, and also serves on the Board of Directors of the Tom Landry FCA Foundation. Additionally, he is a Board Member of the Men’s Advocacy Group (MAG), a branch of New Friends New Life. He is a dedicated family man who enjoys health, fitness and giving back to the community and his church. His passions include spending time with his family as well as surfing, snow skiing, and anything outdoors.
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Recent Posts

November 08, 2018 in Articles & Newsletters | by Scott Wood

Prior to Divorce Post Nup Asset Protection Planning is Crucial to Your Financial Future

No one goes into a marriage expecting for their marriage to fail.  It can be one of the most draining experiences emotionally and financially. For those experiencing divorce, you are not alone as 50% of all first marriages in the U.S. end in divorce, according to the American Psychological Society.... Read More

November 05, 2018 in Five, Five, Five | by Scott Wood

November 5,5,5: Buyback Blackouts and Stock Market Drops

Our November edition of the 5,5,5 covers some of the latest trends occurring in the market, ways you can plan ahead to protect your financial future, and a recap of True North employees giving back to the Dallas community. Enjoy! Read More

October 25, 2018 in Entrepreneurship | by Scott Wood

More Money, More Responsibility — Making Strategic Financial Decisions

Strategic financial planning is important for everyone but can be especially challenging for high net worth individuals that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, meaning... Read More

October 05, 2018 in Five, Five, Five | by Scott Wood

October 5,5,5: Buy High & Sell Low?

In this edition of the 5,5,5 we cover the concept of indexing, the recent reclassification update in the US stock market, and how to navigate the coverage that your insurance policies offer. Take a look!   Read More

September 05, 2018 in Five, Five, Five | by Scott Wood

September 5,5,5: Market Euphoria, Estate Planning, and Our Shareholder Celebration

Our latest edition of the 5,5,5 covers our take on the status of the market, things to consider when planning your estate, and our shareholder celebration. Enjoy! Read More
   

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