How do you charge for your services?

We offer transparent, fee-based financial planning and investment management tailored to your needs.

What is your investment policy?

We focus on diversified, risk-managed strategies designed to grow and protect your wealth over time. We use mutliple sources of research and appropriate investment theories to tailor each financial plan for the client. Our overall philosophy places an emphasis on capital preservation and stable growth.

Who typically works with NorthWoods Financial Partners?

We serve professionals, business owners, retirees, and anyone seeking clear guidance to achieve their financial goals. Whether you are in the early stages of your career or have built a nest-egg for retirement, we can offer a solution for you. We also have intimate knowledge of the entertainment/sports space and the needs and discretion of that particular clientele.

How do you protect my assets?

Your investments are managed using secure platforms, and we provide ongoing monitoring and personalized risk management. Investments are custodianed at Charles Schwab utilizing their SchwabSafe protection. SchwabSafe uses strong encryption, multi-factor authentication, and 24/7 fraud monitoring to help keep your accounts secure.