North Shore Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,862,498
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$931,249
About
North Shore Wealth Management is an independent, single‑advisor S‑Corp that provides discretionary portfolio management, financial planning, and tax/accounting services to individuals (including high‑net‑worth clients) and business entities. Its investment advice typically covers mutual funds, equities, ETFs, fixed income, treasury inflation‑protected bonds, non‑U.S. securities, venture capital funds and private placements.
The firm documents client objectives and risk tolerance in an Investment Policy Statement and seeks discretionary trading authority to implement tailored portfolios, employing a mix of analysis methods (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory). Investment strategies may include long‑ and short‑term trading, options, margin and short sales, and accounts are reviewed monthly with quarterly custodian reporting.
Noteworthy aspects include the firm’s dual role as an accounting practice that provides tax filing, bookkeeping/CFO services and related accounting work in addition to advisory services—an affiliation and time commitment to accounting activities that is uncommon among independent advisers. The firm also offers paid educational seminars and workshops on basic financial topics, a service not typically provided by similarly sized peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Fixed financial planning fees between $1,000 and $3,000; Educational seminars/workshops at $300 per session; Tax services fee $1,000 for clients with $1,000,000 or less AUM, free if over $1,000,000.
Main office location
North Shore Wealth Management
506 Groton Rd
Westford MA 01886, United States
Number of offices
1
Most active in
North Shore Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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