Our team is dedicated to truly active management.

At 1North Wealth Services, LLC, we are proud to be a fee-only financial planning & wealth management investment firm, serving business owners, individuals, non-profit organizations and families here in Annapolis and around the globe for over 30 years.

Our team is dedicated to truly active management along with up to the minute market research and continuing education. Based on this, we create and maintain customized portfolios for all of our clients. Understanding and investing for our clients’ individual goals and cash needs is our primary focus. How we deliver this to our clients is what sets us apart.

At 1North Wealth Services, we pledge to be:

  • Comprehensive in advice
  • Professional in conduct
  • Educational in nature
  • Committed to our clients’ success