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

April 17, 2018 in Entrepreneurship | by Scott Wood

When Success Isn't Enough for an Entrepreneur

At some point along the entrepreneurial journey, you might find yourself at a crossroads looking back thinking, “Is this it? Is this all there is to life?” while considering the path ahead of you. Read More

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

April's 5,5,5: Investment Outlook, Charitable Giving, Client Data

Our latest edition of the 5,5,5 covers the 9th Annual Investment Outlook event hosted by the Texas Wall Street Women, a reminder on charitable giving, some tips about keeping documents, the security of client data and assets, and our newest employee, Katie Botik. Enjoy! Read More

February 20, 2018 in Entrepreneurship | by Scott Wood

The 4 Traits Most Successful Entrepreneurs Have in Common

Businesses are rarely successful immediately. Often when a business finally moves into the public awareness, it’s had a history of stress for the owner. Long days and nights, lack of operating capital, balancing family and work time, employee issues, the list goes on. Read More

February 13, 2018 in Articles & Newsletters | by Scott Wood

Strategies for Capital Preservation in Turbulent Times

Our regular readers will recall that we originally published this briefing back in August. However, both the stock and bond markets have experienced a great deal of turbulence in recent weeks, so we thought it would be worth revisiting. Read More

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

Market Volatility, Retirement Contributions, and Realizing Gains

This month on the Five, Five, Five, we’re discussing recent market volatility, retirement savings contributions, renaming a company to include Bitcoin or Blockchain, realizing gains, and our new Associate Wealth Managers. Read More
   

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