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Northbound Wealth HQ

9247 North Meridian Street Suite 206

Indianapolis, IN 46260

Phone: (317) 399-1107

Mon-Fri: 8:00 AM - 5:00 PM

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Office: (317) 399-1107

9247 North Meridian Street

Suite 206

Indianapolis, IN 46260

info@northboundwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Schwab, affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal located on this site and through our mobile applications on all Apple & Android devices.