Founded in 1983, North Shore Wealth Management, LLC is an independent wealth management firm that operates as a fiduciary for its clients. The company specializes in creating customized financial plans and investment strategies for successful families, focusing on a holistic approach that integrates investment management, retirement planning, estate planning, and tax strategy. Being "fee-only," their revenue comes directly from clients, not from commissions on financial products, which is intended to align their interests with those of their clients and ensure objective advice.

Founded in

United States