Our Story

TruWealth Financial was founded in October 2013 by Brent Lee and Brion Norby.  From the onset, our vision was to build a firm unlike any other in our region.  A firm leveraging all the tools and resources of big firms in large cities, but owned and operated locally, serving the hardworking families of own hometown area. 

One of those tenets was to build a financial planning-based firm that viewed and valued the entire financial and family situation of a client.  This vision led Brent and Brion to bring Jennifer Donais onto the team in 2015.  Jennifer’s passion was financial planning and helping guide families through the complexities of the financial, tax and estate planning realms.

Having all the tools in place to execute the original vision, TruWealth has grown quickly, becoming a regional powerhouse in its space.  It is the most well-rounded financial planning and advising firm in our region.

TruWealth celebrated its 10th year anniversary in October of 2023.  As we look forward, we are as committed as ever to our original vision, with the added focus of growing our advisor team and succession strategy ensuring that our hard work continues to serve our client families for generations to come.

Our Core Values:

Led by Faith, Unwavering Commitment to Clients, Committed to Personal, Growth, Driven, Entrepreneurial, Problem Solving