Charting an Individual Path to Your Financial Goals
People are at the core of everything we do. From the clients we serve to the people they care about and the generations that follow them, people are the “who” and “why” that drive the “how” we develop to help clients reach their financial goals. Every journey begins with a relationship of trust.
Starting
the Journey
We begin this relationship by meeting with clients to understand their full financial picture, including the assets they have, their level of investing experience and risk tolerance, their goals for the future, and what drives them in life now. This gives us a starting point and helps us get to know everyone we help as a person first–not as their portfolio.
Empowering
Your Future
Next, we use data and experience to look at the opportunities they have and their options to build wealth and stability for the future. We don’t just offer advice–we educate, helping them understand not only their current financial state but the risks and potential we see as they move forward in life. We firmly believe in the confidence informed decision-making brings to your financial journey.
Navigating Life’s Challenges
We’re right by you every step of the way. We actively watch for emerging market pressures, trends, and opportunities to help you build toward a life that lets you spend more time doing what you love and less time behind a desk. Along the way, you’ll be kept fully apprised of your progress and your advisor is always ready to help you make adjustments when life throws you a curveball.
Staying the Course
To ensure our clients stay on their desired financial path, we conduct periodic reviews, keeping them informed and on track. They find comfort in knowing their Northway Financial advisor is only a phone call away. Our clients are more than just our clients, they become friends, friends become clients, and lifelong relationships turn into generational bonds. We love to see our clients and their families enjoy the rewards they’ve earned. We take pride in our service, and the finest compliment anyone can give us is the introduction to their friends, family, and business associates.