Financial Stewardship
Rooted in Wisdom and Faith

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

Who We Are

Lasting Legacies. Sound Financial Stewardship.

We are a boutique multi-family office providing comprehensive wealth management services to high-net-worth and ultra high-net-worth individuals, families, business leaders, and professionals.

Every relationship with TrueVine Family Wealth is developed on trust. As the founder and private wealth advisor, Aaron Pierce is there to help provide purpose behind one’s wealth before, during and after trust is established. He serves clients by constructing the appropriate investment and financial plan that is intended to cultivate wealth and achieve the optimal financial goals and objectives.”

TrueVine Family Wealth’s vision is to help clients build lasting legacies upon a foundation of sound financial stewardship.

Our mission

We take a holistic approach to planning and investment management by addressing the unique complexities of your business and personal life, ensuring they are mutually aligned to meet your overall strategic goals.

Legacy and Family Governance

Helping you build a financial legacy that reflects your values and ensures future generations are well-prepared.

Philanthropy and Charitable Giving

Assisting you in making impactful contributions that align with your
heart’s calling.

Lifestyle
Services

Helping your family manage the intricacies of your life and estate.

Private Client
CFO

Guidance and coordination of all your personal, business, and private assets.

Comprehensive
Financial Planning

100% aligned with your family’s best interests. No commissions. No agendas.

Business and Private Asset Advice

We help you think in generations, not quarters.

Investment
Management

Developing diversified, tax-efficient portfolios designed to meet your specific rate of return.

Quote from Aaron’s mentor.

We should focus on the needs of others since our own have been satisfied in Christ. Of course, how thankful we are that God has chosen such a beautiful group of men and women to give our best to. Such a privilege!”

Bruce Beard

TrueVine Family Wealth is led by Founder and Private Wealth Advisor, Aaron M. Pierce, CFP ® CIMA ® AWMA ® & MBA

Aaron’s journey into wealth management began in 2012 on the asset management side of the industry. After years of successfully managing equity strategies and helping corporate executives hedge the risks around equity compensation, Aaron felt called to move into the client-facing and relationship management side of financial services. Since then, he has worked with top-tier firms, including US Trust and UBS Financial, honing his expertise in investment management, wealth planning, and financial advisory.

In 2024, Aaron founded TrueVine Family Wealth, embracing the independent Registered Investment Advisor (RIA) model by offering objective advice to clients.” He is committed to providing transparent, objective guidance that serves your best interests.

Aaron is married to his lovely wife Jessica, and they have been blessed with four boys (Jameson, Reed, Luke and Elias). Needless to say, there is never a dull moment in the Pierce household. As a family, they enjoy being in community with their church, helping others in need, traveling to the Northwoods (MN and NY), and spending a lazy Sunday watching their favorite football teams.

Invest in Your Future

TrueVine Family Wealth is ready to help you navigate life’s financial complexities with wisdom, integrity, and a commitment to your legacy. Contact us today to start a conversation about how we can help you achieve financial peace and prosperity.