Truu Experience

We are a boutique investment firm, offering expertise, innovation, and service.

Truu Difference

We are independent and entrepreneurial, utilizing and offering leading edge software.

Truu Approach

We consider the individual, even at an emotional level.

Truu Philosophy

Our investment philosophy is to strive for steady growth while staying cost conscious.

Truu Advantage

We strive to build value by providing more than the average investment planning shop.

Truu Clients

Our clients are established people who are well-rounded and balanced.

Services

Asset Management

Comprehensive Financial Planning

Alternative Investments

Corporate Retirement Plan Services

Insights

Smart Money Moves for the 2020 Presidential Election

2020 has been a year of uncertainty, and perhaps the greatest area of uncertainty is still looming: the 2020 presidential election. Here are smart money moves to consider before November.

Charitable Giving: Best Opportunities for 2020

Whatever your goals are around leaving a legacy, it is never too early to begin planning. This allows you to stay in control and provide for your family, loved ones, and desired charities in the best way possible.

Estate Planning: What’s The Big Deal?

Estate planning allows you to stay in control, protect against the erosion of taxes and other expenses, and take care of your family and loved ones.

Contact Us

833-777-TRUU

Truuwater Financial
12340 El Camino Real, Suite 310
San Diego, CA 92130

Investment advisor offered through Stratos Wealth Partners, LLC, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.