North Shore Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North Shore Wealth Management is an independent, single‑advisor S‑Corp that provides discretionary portfolio management, financial planning, and tax/accounting services to individuals (including high‑net‑worth clients) and business entities. Its investment advice typically covers mutual funds, equities, ETFs, fixed income, treasury inflation‑protected bonds, non‑U.S. securities, venture capital funds and private placements.
The firm documents client objectives and risk tolerance in an Investment Policy Statement and seeks discretionary trading authority to implement tailored portfolios, employing a mix of analysis methods (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory). Investment strategies may include long‑ and short‑term trading, options, margin and short sales, and accounts are reviewed monthly with quarterly custodian reporting.
Noteworthy aspects include the firm’s dual role as an accounting practice that provides tax filing, bookkeeping/CFO services and related accounting work in addition to advisory services—an affiliation and time commitment to accounting activities that is uncommon among independent advisers. The firm also offers paid educational seminars and workshops on basic financial topics, a service not typically provided by similarly sized peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Fixed financial planning fees between $1,000 and $3,000; Educational seminars/workshops at $300 per session; Tax services fee $1,000 for clients with $1,000,000 or less AUM, free if over $1,000,000.
Main office
506 Groton Rd
Westford MA 01886
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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