A complete list of active advisors currently associated with 1 North Wealth Services, LLC

Warmer can help you find a great advisor at 1 North Wealth Services, LLC or one who fits your needs even better.

1 North Wealth Services provides discretionary investment management and financial planning to individuals, closely held businesses, retirement plans, estates, trusts, and charitable foundations. The firm reports $320,430,085 in discretionary assets under management and offers quarterly reporting, annual review meetings, and various planning services including ERISA and 401(k) engagement options. The firm employs an active, discretionary approach that emphasizes fundamental analysis (with technical analysis as a secondary input) and deploys multiple strategies—capital preservation, total return, growth, alternatives, and a Sustainable Investing (ESG) strategy for clients who request it. Portfolios are typically constructed with no‑ or low‑load mutual funds and ETFs, treat cash as an asset class, are rebalanced as necessary, and may include individual securities or bonds for larger accounts. Operationally, 1 North uses a team investment committee model with five advisory professionals and credentialed staff (including a CFP® principal and a CFA® charterholder), and it discloses the ability to pay referral fees to affiliated solicitors. The Brochure also discloses custodial recommendations (Charles Schwab and TD Ameritrade) and receipt of non‑soft‑dollar support from Schwab—including a one‑time $40,000 contribution for technology, research, and marketing—while maintaining a fee‑only advisory model.

To learn more about the advisors currently working at 1 North Wealth Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.