How We Serve You

You don't have to go it alone. A Northbound Wealth advisor can help you decide where you want to go — and design a plan to help you get there.  Whatever your lifestyle or family needs as a client, we can help provide the sensible advice and resources to help you make informed decisions. Managing your finances is about more than managing your investments. Northbound Wealth can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other goals. Discussing your short term to long term financial goals, we will identify where you are and build a roadmap of where you want to be. Once established, we execute the plan and track your progress. 

What we do

Financial Planning

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Investment Planning

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Portfolio Management

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Values-Based Investing & ESG Screening

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Retirement Planning

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Budgeting & Cash Flow Management

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Employee Benefits Optimization

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Education Planning

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Insurance & Risk Management Planning

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Tax Planning

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Estate Planning

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Business Planning

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Charitable Planning

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Employee Benefit Plan Services

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The Northbound Wealth Podcast

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What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@northboundwealth.com | (317) 399-1107