A COLLABORATIVE TEAM to count on

North Shore Wealth Management team

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Gregory Helck
Gregory Helck, WMSTM
Financial Advisor
David Fanciullacci
David Fanciullacci, CFP®
Financial Advisor
Thomas J. Powers
Thomas J. Powers
Financial Advisor Senior Vice President, Investments
Nicole Powers
Nicole Powers
Registered Client Service Associate
Gabrielle-Perez‐Espejo
Gabrielle Perez-Espejo
Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

What can we help you accomplish? Let’s talk.

North Shore Wealth Management of Raymond James

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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