WEALTH MANAGEMENT
Investing is different when you have a partner that is knowledgeable, trustworthy, and accessible.
Experience the peace of mind that comes from knowing that your money is being managed by trusted professionals that understand your financial goals AND share your values of integrity, honesty, and transparency.
Partnership:
Get the time and attention that your portfolio deserves. At ThirtyNorth, you don't just hire one advisor, you hire a team that is striving to build a long-term relationship.
Whole Picture:
Your full financial picture via our planning process focuses on what matters most and how your invested assets can help you meet your goals.
Unrestricted:
Our independence means that your strategy can be selected from the full universe of investible assets. Mutual funds, ETFs, individual stocks, bonds, structured notes, alternatives, direct indexing, and annuities are all considered as we build a strategy that is right for you.
Fee Transparency:
You deserve to know what and how you are paying for services. Our only revenue comes directly from our clients, billed clearly as a percentage of your portfolio's value. Your goals are our motivation. When you succeed, so do we.
Building Partnerships:
Finding the right fit for your financial advisor is a daunting task. We find that we best serve new clients who are:
1) Professionals building wealth for long-term goals
2) Seeking to outsource investment decisions to a trusted team
3) Interested in developing and sticking with a plan
4) Have, or expect to have, at least $500,000 of investable assets within the next 5 years
Add a CFA Chartholder to your team.
The Chartered Financial Analyst designation is one of the highest distinctions in the investment management profession.
What can I expect?
