Comprehensive Financial Planning

Portfolio Management

Investment Portfolio Construction

Investment Policy Formulation

Retirement Planning and Wealth Accumulation

Special needs (e.g., education funding, charitable intentions)

Risk Management Counseling (including life insurance, long term care and home owners insurance).

Estate Planning Guidance

Detailed Portfolio Reporting and Monitoring

New Investment Manager Searches

Investment Manager Monitoring

Donor Advised Fund (DAF) structuring

401(k) and 403(b) Planning Assistance

Unlimited On-going Financial Consulting
Excellence in Financial Advisory and Wealth Managment
North Shore Investment Consulting, LLC
Helping you navigate the waters to attain your financial goals.