The Convergence of All Life’s Journeys

Your first job to a lifelong career. Marriage. Raising a family. Traveling the world. Seeing your kids have a family of their own. Retirement and beyond. From your first journey, to charting a course for generations to follow, we provide unbiased, holistic advice to help your dreams come to fruition. We are a full-service, financial planning and investment consulting fiduciary, working to achieve your goals.

The Northcape (Nordkapp), in Norway, is the most northern point in Europe. Its majestic cliffs serve a point of guidance and orientation for mariners navigating the forbidding Arctic Sea. In Norwegian folklore it is often referred to as the “Convergence of All Journeys.” We believe it is a fitting symbol for our Practice, which will serve as a source of guidance for you and your family as you navigate your own journeys.

How We Serve Our Clients

Between growing your career, family and social obligations, and personal hobbies, 24 hours each day passes quickly. Balancing current commitments and future aspirations can be difficult, especially when it comes to financial matters. We serve our clients by acting as your personal CFO (Chief Financial Officer). Our team uses a consultative, process driven, approach to help you steward your resources in the most efficient manner. If something is important to you, it is important to us.

 
Get Started

Goal Based

Risk Managed

Tax Aware

Investment Fiduciary

Defining Tomorrow, Today.

Understand and Prioritize Your Goals

Develop an Appropriate Plan and Investment Strategy

Implement plan and Monitor Progress

Revisit Goals and Adjust priorities

Meet the team serving you

Team image
 

Financial Planning

Investment Management and Consulting

Liability Management

Estate Planning

Our Solutions

Project 6565, Coming Summer 2022

The future of NorthCape Wealth Management and the clients we serve. We look forward to welcoming you to our modern, comfortable, meeting space, where you will be proud to visit, and we will be proud to call home.

 

Resources

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

GLOSSARY

Financial terms from A to Z.

NEWSLETTERS

Timely newsletters to help you stay current.

Our Offices


 
 
 

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