Northland Wealth Management was created to provide not only investment management services, but also holistic advice and counsel on the management and preservation of wealth for our clients. We were driven in no small part to create Northland by our intense dissatisfaction with traditional investment management providers: private banks, financial services firms, trust companies, and so on. Though great advisors may exist within those institutions, the institutions themselves had grown into a hub for the distribution of financial and investment products sold under the guise of advice.
When you talk to these advisors, some of whom are now part of the Northland Wealth Management team, they consistently describe situations of having had to protect their clients from their prior institution’s insatiable appetite for selling products. Although we believe a profit motivation can be beneficial, these institutions used their size and market power for their own self-interest—to gain access to investment managers or build products that they could sell to their clients or otherwise generate more income per client. In these situations, the institutions benefited from their growth, not their clients.
Conversely, Northland does not earn any incremental revenue as a result of the advice we give or the solutions we utilize. Northland’s growth translates into more choices and resources for our client families because we use our size only for their benefit. Northland has been built with a purpose — to be aligned with families and serve their individual needs and objectives.
Northland is a special formula of large firm experience and a boutique firm culture that consistently balances the two in the best interests of clients.
Northland Wealth is comprised of a team of accredited professionals with an average of 25 years experience, who share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a client's side of the table.
Boutique Firm Culture
Personal knowledge of family
Detailed understanding of all assets and planning
Meetings at home or office
Coordination of other advisors
Stabilizing presence through major life events
Benefits of Large Wealth Management Firm Experience
Deep and stable talent
Shared best practices
Secure custody of investments
Advanced systems and risk controls
Specialized investment mandates
Industry leading access to traditional & alternative investment opportunities
Northland's Core Values
Ethics and Accountability
We avoid conflicts of interest and are committed to a high standard of ethics.
Adherence to Beliefs
To be successful, wealth management must involve more than just managing money.
We believe if we are not the best to provide a solution we will source the best solution for our clients.
We feel a sense of responsibility for the future success of our clients and their families.
Peace of mind
However you define it, we think that your wealth has to make you comfortable — it works for you and not the other way around.