Broker Check

Meet the Advisor

At True North Wealth Management

We have the client - and only the client - in mind.

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training and years of experience as a wealth advisor, I can help people better prepare for the future. After more than 25 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

Over the years, I have found that a team approach can be an effective method in helping clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of our services. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Bill Wagner

Bill Wagner

Wealth Advisor

805-252-3150

Francesca Basa

Client Relations Associate

805-451-7543

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

With more than two decades of experience in financial services, we can help you address your needs of today and for many years to come. We look forward to working with you.