A complete list of active advisors currently associated with North Shore Wealth Management

Warmer can help you find a great advisor at North Shore Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at North Shore Wealth Management, 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.

Name	Location	Years of experience
John Olivieri	Westford, MA	2

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