Northline Wealth
Client Oriented Investment Management

About Us

Northline Wealth Management, LLC is an independent registered Investment Advisory firm that focuses on providing the highest level of service to individuals, families and organizations in managing their wealth. Our advisors provide innovative wealth management strategies designed to preserve and grow our client’s wealth over the long-term. Meeting the challenges of today’s volatile financial markets and the ever-changing investment climate requires the expertise of experienced investment professionals. Our partners have been trusted advisors for many years and have successfully managed investors’ assets through a variety of market conditions.

Northline Wealth Management, LLC operates in a fiduciary capacity and we do not receive an incentive to purchase or sell any investment brand or product. The only driving objective is to make unbiased investment advice that is in the best interest of the client. We are an independent boutique investment advisory firm free from the numerous conflicts of interest inherent to larger organizations. Because of our size, employee ownership and collegial culture, coupled with the spirit, camaraderie and character of our organization, we differentiate ourselves from much of Wall Street and the financial services industry. We enjoy working with one another and our clients. The quality, integrity and independence of our advice, together with our commitment to excellent client service, set us apart in a crowded field.