True Wealth Management
is located in San Rafael, California and is owned and managed by Thomas McAuliffe
has been in the business of working with people to create strategies designed to protect them and their family's wealth for over 25 years, for the past 16 years through his
affiliation with LPL Financial Services LLC, Member FINRA and SIPC
affiliation with Insight Benefits Group LLC
offers access to some of the industry's most comprehensive benefit plans for business owners, executives, and high-net worth families in the Northern California Bay Area.
clients engage in family-centric, values-based planning.
helps them make thoughtful, informed decisions about their finances and the future of their families.
Tom's own family of origin was far from financially adept.
As a child he
told himself that he
would learn how money works best and then share that information with others so they could avoid the obvious traps and perils that money, or its lack, creates.
One of the key prosperity components he
discovered was the value of selfless service.
His passion for the community and giving is seen in his dedication to spiritual and financial education. Tom is President of the Board of Trustees for Unity in Marin, a progressive spiritual community located in Novato, CA, where he shepherds the principles of abundance and teaches prosperity consciousness.
was also fund raising chair at Spirit Rock Meditation Center
in Marin County for their successful Meditati
on Hall Capital Campaign.
is well versed in the area of planned giving and structuring both capital and planned giving campaigns to benefit non-profits and the communities they serve.
He founded The Donor Motivation Program of The Bay Area to help non-profits engage their donors in legacy planning.