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Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). The Northshore Group, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeeping your assets and enabling excellent service.

We are proudly partnered with &Partners, a wealth management firm with robust technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.

We’re a dedicated, consultative team focused on delivering a client experience that’s tailored, thoughtful, and built around you. Our approach begins with sitting together at a trading desk rather than separate offices, bringing collaborative thinking to every client situation. We have a reputation as strong listeners, focused on what’s important to you. Our clients often describe us as extended family because we build relationships that go beyond typical advisor-client dynamics. We’re also known for sharing our knowledge freely, often hosting events where we invite our clients and families.

We welcome all relationships and recognize the effort that our clients have put forth in building wealth. Our partnerships include business owners, established professionals, retirees, and multi-generational families. Many have been with us for decades, and we now serve their children and grandchildren. We have particular experience helping international clients who need guidance navigating U.S. financial systems and creating tax-efficient strategies.

We start by asking questions and listening carefully to understand what matters most to you—both financially and personally. From there, we create plans using sophisticated modeling tools that evaluate different scenarios and potential risks. We consider not just investment management but also estate planning, asset preservation, and evolving needs. As your life changes, we can adapt your plan accordingly through ongoing conversation and review.

We don’t believe in standardized portfolios. Instead, we create individualized investment approaches based on your specific goals, timeframe, and comfort with risk. We leverage both our team’s experience and outside institutional resources when appropriate, always focusing on what makes sense for your particular situation rather than following generic formulas.

We take a proactive communicative approach by maintaining open communication through meetings, calls, and digital updates tailored to your preferences. During challenging market periods, we often increase our outreach—during the pandemic, for example, we held weekly video meetings with market professionals to keep clients informed and answer questions. We also believe in face-to-face connection, traveling regularly to visit clients across the country to strengthen our understanding of their evolving needs.