A complete list of active advisors currently associated with Northwood Wealth Management, LLC
Warmer can help you find a great advisor at Northwood Wealth Management, LLC or one who fits your needs even better.
Northwood Wealth Management, LLC is a small, SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, and retirement plans. It offers comprehensive financial planning, discretionary portfolio management, and pension consulting, and manages roughly $16.24 million in discretionary assets for a limited client base. The firm provides tailored, discretionary investment management using asset allocation strategies implemented either in‑house or through sub‑advisers and third‑party model providers, and it relies on both fundamental and technical analysis depending on the model. Northwood Wealth also offers services such as direct indexing, tax analysis as part of planning, and the use of AI tools for meeting transcription and portfolio support, all of which the firm discloses as operational and investment risks. A notable characteristic of the firm is its affiliation with an accounting practice—Paradise and Associates, LLC—where one of the firm’s principals maintains outside employment and may refer or coordinate accounting services for clients; clients are not required to use the affiliated accounting services. The firm’s recent formation in 2024, small client roster, and explicit disclosures around direct indexing and AI use distinguish its operating model from many peers in the supported‑advisor category.
To learn more about the advisors currently working at Northwood Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Schaumburg, IL
| 10
|
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