We are proudly majority-indigenous owned.
We started this firm to spark change in the financial services industry that would have been difficult to do under the various chartered banks, international hedge funds and insurance companies whom we have worked for in the past.
Our independence means something: our client’s interests are finally aligned with the ultimate shareholders of the firm who oversees their financial health.
We have developed a truly unique offering that we hope can put the “We” back into wealth.
At Northern Light Wealth, we proudly serve dynastic families, philanthropists, and business owners who seek to preserve wealth, create meaningful impact, and navigate complex financial landscapes. Our clients value personalized guidance, depth of experience, and strategic solutions that align with their unique goals and aspirations.
Through our proprietary Wealth Concierge™ approach, we build lasting partnerships that extend beyond transactions, ensuring that every decision is made with intention and every strategy is tailored to your vision for the future.
At Northern Light Wealth, our team brings deep expertise in investment consulting, advanced planning, and relationship management. With backgrounds in, financial planning associations, top investment firms and industry leadership, we provide the strategic vision and personalized solutions needed to navigate complex wealth challenges.
We believe true wealth management goes beyond numbers—it’s about building relationships and aligning financial decisions with purpose. With a client-first philosophy, we are here to guide, support, and empower you at every stage of your wealth journey.
Having independence from third-party shareholders means that we can focus on what is right for our clients.
