Your life is busy with career and family obligations. North Point works with families just like yours to help keep you organized and on track to pursue your long-term financial goals.
Our typical client is:
Does this sound like you? Let's explore working together.
Frequently Asked Questions
- Investment management
- Employee stock incentive program strategies
- Employer benefit review
- Charitable giving strategies
- Net worth statement preparation
- Tax return preparation
- Tax projections & tax minimization strategies
- Customized financial plan
- Insurance review
- Estate planning strategies
Our goal is to deliver a multiple of the value on the fee you pay. We believe in a transparent and straightforward fee structure that’s based on either a tiered advisory fee paid through your investments or a monthly engagement fee billed to you directly.
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We offer a no-cost 30-minute consultation to help answer your questions, and learn more about you, the people in your life, and what you want to achieve.