120+
2016
A Complete Range of Financial Advisory Services for Every Need
We Hear You Out, Think for Ourselves & Act With Purpose
Honesty
We hold ourselves to strict ethical standards in every exchange, so you always get openness and honesty.
Client First
We hold ourselves to strict ethical standards in every exchange, so you always get openness and honesty.
Steady Protection
We hold ourselves to strict ethical standards in every exchange, so you always get openness and honesty.
Specialties
We hold ourselves to strict ethical standards in every exchange, so you always get openness and honesty.
See Exactly What
SEC-Registered Advisory Firm
We turn your ambitions into a clear path forward and bring calm, steady confidence to every money decision.
Real Results, Shared by the Clients We Serve
“Northwise played a key role in our expansion. They invested real time in learning how we operate and helped us remove costly bottlenecks.”
“Working with Northwise changed the way we run the company. They dug into our challenges with real care and gave us a clear plan to operate more efficiently.”
“I came to Northwise with a fairly modest request & was delighted. My advisor answered every question patiently and never made me feel like a minor account.
Highly satisfied & happy to recommend.”
Fresh Thinking
From Our Advisory Team
Your Planning Questions
Clear answers on planning, investing and building wealth
What goes into a solid financial plan?
A sound financial plan starts with a clear picture of what you want from life and an honest review of the investments you already hold. It should project your income and spending both now and in retirement, compare the trade-offs between the account types available to you, and set out practical approaches to retirement saving, lowering your tax bill, giving to the causes you care about, and protecting what you own with the right insurance coverage.
Just as important, it should give you specific recommendations and next steps that move your goals from intention to action. To help you choose well, a strong plan will also model several possible outcomes, along with a few alternative paths, so you can weigh each one with confidence.
Will you help me prepare to retire?
There is no single right age to retire. What matters most is whether your savings can fund the life you have in mind, keeping in mind that retirement may last three decades or more. In practice, your retirement income will probably draw on several sources at once: workplace plans and personal savings, a pension where one applies, taxable brokerage accounts, Social Security benefits, any annuities you hold, and the other investments you have built up over the years.
How do you approach investing for me?
Our investment process rests on evidence and long stretches of market data rather than predictions about what comes next. Study after study shows that timing the market rarely pays off. So we concentrate on the factors within reach: risk, asset mix, fees, and taxes. Reacting emotionally tends to damage long-term results, and we help you steer clear of that.
Diversification reduces risk—not only by owning many holdings, but by blending company sizes and sectors and balancing stocks with bonds. Risk never disappears, but it can be controlled.
We keep costs down by using low-fee mutual funds and ETFs, because high charges quietly eat into the returns of even a well-built portfolio.
Taxes count as well. You cannot escape them, but careful, tax-aware planning can shrink them.
Will one advisor handle my plan?
Yes, you will work with an advisor of your own. At Northwise, we put a close, one-on-one relationship between you and your advisor at the center of everything. Since no two financial lives look the same, every client is matched with a dedicated advisor whose job is to understand your situation in depth and help you move toward the goals that matter to you.
