Our services.

  • Hand written financial plan.

    Financial Planning

    Comprehensive strategies to help you reach your short- and long-term financial goals.

  • A jar full of change with a plant sprouting from it, representing NorthWoods' ability to grow retirement accounts.

    Retirement Planning

    Plan for a secure retirement with guidance on employer plans, rollovers, roth conversions and investment strategies.

  • Picture of a random stock chart representing NorthWoods' ability to actively manage investments.

    Investment Mangement

    Active and passive investment strategies aligned with your objectives and risk profile.

  • Coffe cup and a tox document on a table. Represents NorthWoods' ability to help with tax and estate planning.

    Estate & Tax Planning

    Working hand in hand with your tax professional to protect your wealth and optimize tax outcomes for your family and business.

  • Person working on a lap top showing business spreadsheets. NorthWoods works with businesses to help with business planning and investment plans. .

    Business Financial Advisory

    Customized financial solutions for business owners, executives, and entrepreneurs.