Wealth Management services offered through Northern Financial Advisors include all the services covered by our standard retainer as well as more frequent phone appointments as needed to monitor cash flow and additional investment strategy implementation.

Our Wealth Management clients are offered quarterly strategic financial retreats with their Senior Advisors to cover any financial planning concerns in further detail. Value-added services include access to the Cambridge Index Portfolio, monthly monitoring of cash, low-cost investment options, oversight of extensive, more specialized investment options as well as continuous integration of your tax situation with your wealth management strategies.