At Northern Light Wealth, we provide Wealth Concierge™, a sophisticated, multi-dimensional approach that extends far beyond investments. Our focus is on helping preserving wealth, fostering lasting impact, and support a healthy relationship with wealth across generations.
We work with individuals and families who typically have $3 million or more in investable assets and are seeking more than conventional wealth management. Over time, we have found that the clients who benefit most from our expertise typically fall into three key categories. These clients value personalized coordination, strategic clarity, and a partner who works closely with their professional advisors to align every element of their financial life.
Over time, we’ve found that those who benefit most from our collaborative approach typically fall into three key categories.
For families seeking to preserve and transition wealth across generations, true financial success is about more than just numbers. It’s about stewardship, education, and ensuring their wealth serves a greater purpose.
At Northern Light, we work closely with families to help clarify objectives, foster financial readiness across generations, and coordinate the development of thoughtful wealth transfer strategies, in collaboration with your legal and tax professionals. Our role is to help families strengthen communication, support succession readiness, and ensure planning reflects the family’s long-term vision.
If your family does not yet have a plan in place, we encourage you to reach out. A well-coordinated wealth transition process ensures that legacy is more than financial, it is enduring, purposeful, and impactful.
For those who see wealth as a catalyst for change, philanthropy is more than just giving, it’s about purpose, impact, and strengthening communities. Strategic philanthropy requires thoughtful planning, a clear vision, and coordination with the right advisors to ensure both effectiveness and sustainability.
At Northern Light Wealth, we work with individuals and families to develop intentional giving strategies that align financial resources with the causes that matter most to them. Whether through annual charitable contributions, estate gifting, legacy giving or the creation of donor-advised funds and private foundations, we help coordinate efforts to support long-term community impact, in collaboration with your legal and tax professionals.. Our expertise spans working with charities, not-for-profits, religious organizations, and community-driven initiatives to create meaningful, lasting change.
Many of the philanthropists we serve are business owners who have successfully transitioned from their companies and now seek to direct their energy toward purpose-driven goals. We help them manage their financial affairs in alignment with their values, so they can give confidently and with clarity.
A well-executed philanthropy plan transforms wealth into a legacy of purpose, one that extends far beyond financial success.
As business owners and ultimate shareholders of Northern Light Wealth, we understand what it means to be an entrepreneur.
Clients seeking this service are typically within five years of selling their private business. We work with families who are facing decisions such as succession planning, corporate structuring, estate continuity, and third-party sales. We also support clients who have recently sold their business and are navigating questions about liquidity, partnership transitions, and how to best steward their next chapter.
We encourage prospective clients to engage with us well in advance of any business transition. We act as a strategic partner, helping you clarify your priorities and ensuring you’re surrounded by the right team. Our role is to coordinate the financial aspects of your plan while your legal, tax, and valuation experts handle the technical execution.
Our Partnership Network is a key advantage for this segment. We work alongside trusted legal, tax, and valuation professionals to help ensure all facets of your business transition are properly addressed. Our job is to serve as a translator, advocate, and
sounding board as you approach one of the most important financial decisions of your life: how to transition your business in a way that honors your values and maximizes the benefit for your family.
