Young Professionals
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:
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In their 30s & 40s with $500k+ of investable assets and net worth of $1M+ -
Outgrown the “do it yourself” technology solutions -
Exploring wealth accumulation options outside of their 401(k) plan -
Seeking a team to be their one contact for financial, investment, and tax advice
Does this sound like you? Let’s explore working together.
Frequently Asked Questions
How do you add value specifically?
- 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.
Contact us at info@northpoint.jbtest.co and a member of our Business Advisory team will reach out for a no-obligation consultation to learn more about you and your business and answer your questions.
Ask North Point Advisor
Didn’t find the answer to your question? Contact us with any questions via the link below.
Get Started Today
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.
