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
Investment Planning
Portfolio Management
Values-Based Investing & ESG Screening
Retirement Planning
Budgeting & Cash Flow Management
Employee Benefits Optimization
Education Planning
Business Planning
Charitable Planning
Employee Benefit Plan Services
The Northbound Wealth Podcast
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