Asset Protection Planning
What is Asset Protection? The Importance of Asset Protection Asset protection involves managing risk and protecting assets from inhibitors to building wealth, such as lawsuits, taxes and market volatility. Given that our society has become increasingly litigious, asset protection strategies have...
Wealth Management & Financial Planning
1 Builder We listen as you tell us what matters most to you. You’ll learn more about us and how we work with clients, so we can both determine if our team is a good fit for your needs. 2 Discovery We discuss all aspects of your current financial situation—from how assets are titled, to your...
Estate Planning
Planning for what takes a lifetime to build Understanding how to preserve wealth from one generation to the next can be difficult and time-consuming. Our team can work with you to develop an estate plan to share your financial success is shared with your family, friends and any charitable...
Risk Management
Risk Assessment and Risk Management Strategies We can protect you against life’s uncertainties. By implementing risk management strategies, we attempt to mitigate unpleasant financial surprises that can affect your wealth and your financial plan. Asset protection is our primary focus when it comes...
Business Financial Planning
Comprehensive Financial Planning for Business Owners Many of our clients are business owners who look to Northbridge Financial Group for the knowledge and experience necessary to manage their business finances, as well as their personal wealth. We apply our same consultative approach to your...
Investment Management
Modern Portfolio Solutions for Investing in the New Economy Thematic Allocation Portfolio A hybrid of Thematic and traditional investment strategies that focus on public companies that we expect to be the leaders, enablers, and beneficiaries of disruptive innovation. Strategies aim to deliver long...
Tax Planning
What is Tax Preparation? Tax Preparing is basically the process of compiling, preparing, and filing tax forms. This requires clients to meet with their tax accountants only once, maybe twice, a year and that too during the busy tax season. Tax preparation deals with income and numbers from the past...
Philanthropy
The Sharing of Values: What is Your Legacy? There are many paths to charitable giving. Each individual and family must select the course that seems best for their needs. In recent years, donor advised funds (DAFs) have grown to be the most popular charitable giving vehicle in the U.S. having been...