Individuals and Families
For individuals and families, bringing together money and meaning means disciplined investment management shaped around personal priorities, family considerations, and long-term goals. As financial lives grow more complex, decisions require perspective, coordination, and experience.
ThirtyNorth provides wealth management designed to help families make decisions that hold together over time.
Partnership:
Get the time and attention that your portfolio deserves. At ThirtyNorth, you don't just hire one advisor, you hire a team that is striving to build a long-term relationship.
Whole Picture:
Your full financial picture via our planning process focuses on what matters most and how your invested assets can help you meet your goals.
Unrestricted:
Our independence means that your strategy can be selected from a broad universe of investible assets. ETFs, Mutual funds, individual stocks, bonds, direct indexing, alternatives, and other investment vehicles are all considered as we build a strategy that is right for you.
Fee Transparency:
You deserve to know what and how you are paying for services. Our only revenue comes directly from our clients, billed clearly as a percentage of your portfolio's value. Your goals are our motivation. When you succeed, so do we.
Wealth Management
Our wealth management approach is built on disciplined investment management, informed by experience across market cycles and real-world outcomes. Portfolios are managed with a long-term perspective, grounded in risk awareness and aligned with what matters most to each client.
Investment decisions are made with care and intention, recognizing the responsibility that comes with managing complex financial lives.
Alignment by ThirtyNorth
Alignment by ThirtyNorth is a wealth management offering for individuals and families whose financial lives require more than investment management alone. It builds on disciplined investment management and brings deeper alignment across tax, estate, planning, and other advisory considerations when complexity increases.
Alignment is designed for clients navigating growth, transition, or shared decision-making. Investment management remains the foundation. Coordination exists to ensure decisions support a single, long-term direction rather than competing priorities.
Alignment is flexible, relationship-driven, and applied when it adds clarity and reduces friction. It is not required for every client.
Simply put: Alignment by ThirtyNorth is how we manage investments while bringing everything else into alignment when complexity increases. Click on the logo to learn more.