TruWealth Partners

"Working with Tess has been a true pleasure. Not only does she work with us on our finances but goes above and beyond for us. Highly recommend working with them."

"Tess is incredible! She’s helped our dual income household (physician and dentist) get our finances on track, and establish a great plan for our future and family! 5 stars isn’t enough, and can’t recommend her enough. She is attentive to detail, responsive, encouraging, and will give you great unbiased advice who truly is dedicated to our financial goals (not a commission or selling specific products). Grateful to be clients!"

"Tess has been an absolute pleasure to work with and has helped me to organize my finances. I feel much more confident in my financial future because of her amazing work. I also appreciated her style of asking questions and getting to know my goals - I felt like I had a true partner who was helping to guide me along the way. She's fantastic to work with and would highly recommend to others who also would like support on their financial journeys."

"I can’t say enough good things about Tess. She is so knowledgeable, so patient, easy to talk to, and incredibly organized. I am a dentist by profession but when I was coming out of dental school I didn’t know enough about financial planning. Tess took the time to educate me on financial well-being and made a customized plan for me. She kept everything straight forward for me (unlike some other consultants who confused me by using unnecessary jargon). She understands the student loans burdens that dentists/medical professionals have and helped me navigate student loan repayments as well. I highly recommend her! She is amazing!"

"If you are trying to navigate the overwhelming amount of financial information, it can be exhausting. Also finding someone I trust and someone who has experience with dental and medicine professionals is important to me. Tess Zigo has been exceptional helping me navigate my financial goals since graduating dental school, loan repayment options, switching jobs and consolidating 401ks, investment portfolio and now as an owner of a dental clinic. I am thrilled with how my investments are performing, I appreciate the personalized attention and Tess is always available. I have recommended her to many colleagues and friends, and continue to do so. Five stars!!"