WEALTH MANAGEMENT
Investing is different when you have a partner who is knowledgeable, trustworthy, and accessible.
Experience the peace of mind that comes from knowing that your money is being managed by seasoned 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 a broad universe of investible assets. ETFs, Mutual funds, individual stocks, bonds, direct indexing, alternatives, and other investment vehicles 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 an important task. We find that we best serve new clients who are:
1) Building wealth for long-term goals
2) Seeking to outsource investment decisions to a professional team
3) Interested in developing and sticking with a plan
What can I expect?
