Northland Wealth Management was created to provide not only investment management services, but also comprehensive 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.
Conversely, Northland Wealth 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 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.
Northland's Core Values
We are Fiduciaries
We avoid conflicts of interest and are committed to the highest standards of ethics. We place your family first.
We go above and beyond
To be successful, wealth management must involve more than just managing money.
We are independent
We believe if we are not the best to provide a solution we will source the best solution for our clients.
We are responsible
We feel a sense of responsibility for the future success of our clients and their families.
We provide peace of mind
Your wealth has to make you comfortable — it should work for you and not the other way around.
Boutique Firm Culture
Personal knowledge of family
Detailed understanding of all assets and planning
Meetings at home, office or online
Coordination of other advisors
Stabilizing presence through major life events
Committed to highest standards of integrity, independence & service excellence
Benefits of Large Wealth Management Firm Experience
Industry leading financial intelligence, analysis and access to all asset classes and fund managers.
Deep and stable talent
Global reach with an extensive international network
Secure custody of investments
Advanced systems and risk controls