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

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

August 5,5,5: Value stocks, FAANG stocks and our partnership with Community Partners of Dallas in their Back to School Supply Drive

Our latest edition of the 5,5,5 looks at value stocks' pattern over the past nine years, FAANG stocks and their crucial role in your portfolio performance,  and our recent partnership with Community Partners of Dallas in their Back to School Supply Drive. Enjoy! Read More

July 03, 2018 in Five, Five, Five | by Scott Wood

July 5,5,5: Education financial planning, ETFs and our industry leading client portal

Our latest edition of the 5,5,5 looks at the different routes you can take to save for your children's education, ETFs, our industry leading client portal and welcoming a new hire to the True North family. Enjoy! Read More

June 26, 2018 in Entrepreneurship | by Scott Wood

Selling Your Business: Why Now May Be The Best Time

Two thousand eighteen has been a good year for businesses. We are on an upward economic cycle, and interest rates and unemployment both remain relatively low. There is a positive ‘Buy American’ sentiment in the air as our current leadership in Washington is doing its best to level the playing field... Read More

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

June 5,5,5: Health Savings Accounts and Active v. Passive

Our latest edition of the 5,5,5 looks at the benefits of a health savings account, the active v. passive debate, investing in bonds when interest rates are rising, buy-sell agreements, and practicing gratitude. Enjoy! Read More

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

May 5,5,5: Long-Term Investing, Medicare, and an Award for True North

Our latest edition of the 5,5,5 reiterates the importance of a long-term investment approach and covers new regulations in the fixed income market, some previsions in Medicare, and True North Advisors being named on InvestmentNews' list of Best Places to Work. Enjoy! Read More

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