Financial Stewardship
Rooted in Wisdom and Faith

Faith-Based Wealth Management & Legacy Planning for High-Net-Worth Families Based in Southwest, FL

A Permanent Home for Your Family’s Wealth and Legacy

At TrueVine Family Wealth, we serve as your family’s personal CFO—offering clarity, coordination, and the opportunity to achieve peace of mind.” (Makes it a goal, not a guarantee.) We guide successful entrepreneurs and faith-driven families through financial complexity with a singular goal: protect your wealth and preserve your legacy across generations.

We don’t just manage money. We steward legacy.

A Message From Our Founder

Led by Founder and Private Wealth Advisor Aaron M. Pierce, CFP ® CIMA ® AWMA ® & MBA, TrueVine Family Wealth is built on deep expertise and unwavering commitment to values-based planning.

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Who We Serve

We partner with high-capacity families and entrepreneurs who seek more than just financial growth. Our clients value stewardship, clarity, and purpose—grounded in biblical wisdom and aligned with their long-term vision.

What Makes TrueVine Family Wealth Different?

True Fiduciary

100% aligned with your family’s best interests. Transparent advice. No hidden agendas.

Legacy-Focused

We help you think in generations,
not quarters.

Faith-Grounded

Every decision is filtered through enduring Judeo-Christian values.

Our Process

Stewardship, Not Sales

1

Discovery & Alignment

We begin by understanding your family’s vision, values, and goals to ensure we’re the right fit.

2

Strategic
Planning

From asset alignment to governance and giving, we build a plan tailored to your beliefs and aspirations.

3

Thoughtful Implementation

We bring your plan to life with care, precision, and unwavering commitment to your family’s best interests.

4

Ongoing
Stewardship

Your plan is dynamic. We refine and adapt it as your life and the world evolve—always protecting your legacy.

Comprehensive Wealth
Management Under One Roof

We partner with high-capacity families and entrepreneurs who seek more than just financial growth. Our clients value stewardship, clarity, and purpose—grounded in biblical wisdom and aligned with their long-term vision.

Simplify Financial Complexity

We bring structure to your financial life—across business, investments, real estate, and philanthropy—so you can focus on what matters most.

Preserve Wealth Across Generations

Without clarity and alignment, wealth can fragment. We implement:

Advanced Investment & Risk Strategy

Access opportunities most families never see, while guarding against risks others ignore.

Strategic Tax Planning & Purposeful Giving

Build a tax-efficient legacy that aligns with
your beliefs.

Tailored Family Services

Prepare your children and grandchildren with financial literacy and responsibility.

Continuity in a Changing World

As life, markets, and laws shift—we adjust your
plan proactively.

Faith-Based
Financial Stewardship

We believe wealth is a responsibility, not just a resource. Our strategies are built on biblical principles and designed to reflect your values, not just your goals.

With over a decade of experience guiding families through complex financial decisions, Aaron brings seasoned leadership, technical excellence, and heartfelt care to every relationship. As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, he is dedicated to helping clients align wealth with purpose.

Aaron M. Pierce, CFP ® CIMA ® AWMA ® & MBA

Founder & Private Wealth Advisor

What Our Clients Say

“Aaron Pierce provides a permanent and stable home for his clients, ensuring generational stability in an ever-changing financial landscape.”

Andy.

“Trustworthy stewardship, unmatched attention, and genuine commitment to our family’s future. Highly recommend.”

Chadd.

Disclosure: “These testimonials were given by current clients of TrueVine Family Wealth. No compensation was provided for their testimonials. There is no guarantee that another individual’s experience will be the same as or similar to these clients’. No guarantees of performance or success can be inferred from a client’s testimonial on behalf of the adviser.”