Approach

Serving the financial planning and investment needs of individuals, families, trusts and charitable entities

A Comprehensive Approach

At North American Management, we are dedicated to understanding each client's complete financial picture with the objective of providing best-in-class, comprehensive guidance and wealth management.

Your Financial Picture

During our initial meetings, we will review your existing investments and current financial picture, and work with you to establish your objectives and risk profile. This process enables us to provide a wealth management strategy designed to help you achieve your financial and legacy goals.

Reviews and Updates

To maximize the effectiveness of your investments, we regularly review and update your plan to properly reflect changes in your personal circumstances and market conditions. As a client of North American Management, you will be assigned a dedicated Wealth Advisor who keeps you informed of the status of your investments through regular communications and personalized review meetings. Your Wealth Advisor is part of a team comprised of our portfolio management group, as well as tax and planning experts.