We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our financial planning process begins with you – your goals – your concerns – your tolerance for risk. Only when our team thoroughly understands these objectives, will we review your assets, liabilities and income and begin the work of tailoring your individual wealth management “road map” – your set of personal strategies designed to help accomplish your goals. As part of the process, we offer our experience in the financial services industry, a comprehensive selection of quality investment alternatives, the latest information and technology available, as well as the highest level of personalized service.
North Shore Wealth Management was founded to give clients the highest quality services with the resources and experience to see them through to success.
For more than 30 years, members of the North Shore Wealth Management Team have been helping clients accomplish fi nancial planning and investment management goals. Offering services to families, retirees, recently single women, executives, businesses, endowments and foundations- we understand no two individuals are the same. We are proud to say that every strategy that is implemented is developed to fulfi ll a unique vision of someone just like you.
In today’s financial markets, change remains the only constant. And as life expectancies increase, healthcare costs continue to rise, and uncertainty about the future of Social Security and personal retirement portfolios persists, coping with that change becomes increasingly difficult.
Against this backdrop of change and uncertainty, a financial plan that is tailored to your specific needs is more important than ever. While many people may have the same types of goals — whether leaving a legacy to a favorite charity or living a comfortable retirement — the path toward achieving those objectives may vary dramatically from person to person.
In addition a well-crafted financial plan not only looks to the future, but balances your current needs and objectives with your income and expenditures. It provides you with a buffer against the unexpected, and possesses the flexibility to evolve and grow as your life and goals change.
All members of North Shore Wealth Management are dedicated to the success of their clients through quality planning and thoughtful advice. They assist clients in mapping action plans designed so they may reach their financial goals. Both of them focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.
Their approach to investing is straightforward: focusing on becoming your partner in building the future you desire. As we work together, they'll thoroughly explain the investment strategies they recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.