Our Mission Is You

One of our primary goals is to develop a long-term, trusting relationship with you.

What We Are About

Northbound Wealth Management was created by our Founder and CEO, Brent Foster, in 2020 with a mission to serve people on their financial journey throughout life. Every financial journey needs a guide, and the Northbound Wealth team is dedicated to simplifying the complexities of the financial world for the people we serve. Northbound Wealth believes that true wealth management begins with disciplined, reasonable, holistic financial planning that over time results in experiencing financial freedom. Financial freedom is dreaming big yet being specific about your goals. It is the freedom to make choices financially that you otherwise could not. Examples of Financial Freedom are choosing a career you love without worrying about money, retiring early, retiring on time, creating special experiences, funding education, and outrageous generosity. Northbound Wealth’s purpose is to deliver intelligent, objective, and unbiased advice. Our portfolio management services, and outcome-oriented strategies offer an exceptional experience. Northbound Wealth’s framework as a Registered Investment Advisor requires it to be a fiduciary for its clients. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests.

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