North Shore Wealth Management

Overview

North Shore Wealth Management is an independent, Massachusetts-registered advisory firm organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and integrates accounting services with its advisory practice. Its core advisory offerings include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements combine a percentage-of-AUM component with fixed fees. The firm does not self-identify as a capital allocator, does not pursue active ESG investing, and is structured to operate inside a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices