Northline Wealth
Client Oriented Investment Management

Investment Advisory Services

Northline Wealth Management, LLC offers financial solutions customized for a wide variety of clients. Each circumstance requires unique capabilities, wherein our advisors integrate investment management expertise with the critical facets of financial planning for individuals, families, and institutions. Our advisors work closely with clients to understand their financial goals and expectations.

This comprehensive understanding provides the blueprint to design customized portfolios utilizing a combination of tools and investment options. The guiding principle of compounding returns over the long term governs our investment philosophy. Fundamental and technical indicators affect our buy and sell discipline, as well as major changes in broad market sentiment. Our investment decisions are derived from clients’ needs coupled with observations of macro, industry and global themes. We build each portfolio with the intent to achieve consistent, absolute returns while keeping the client’s unique risk and performance expectations in mind.

Conducting frequent portfolio reviews provides us an opportunity to communicate with our clients on their life changes, market conditions, portfolio adjustments and performance results. Measuring progress is a critical component to ensure each portfolio is in accordance with your investment objectives and risk tolerance. We provide our clients with online periodic customized performance reports with detailed analysis that is easy to understand.

Comprehensive Wealth Management

It is important to have a clear understanding of the overall financial picture of each client. In addition to management of our portfolios, our advisors offer expert consulting and guidance on the search, selection and oversight of any outside portfolio investments or managers.

Estate and Financial Planning

To enhance the value of our relationships, our advisors integrate estate and financial planning into the investment advice they provide. We assist clients in the development and implementation of philanthropic plans, multi-generational wealth transfer strategies, education funding and estate planning. We have a network of experienced accountants and attorneys and will work together to create efficient solutions to build your wealth and minimize income or estate taxes.