NorthEnd Private Wealth might be only five months old, but the professionals at the wealth management firm have decades of experience. They can manage investments, handle retirement, estate and business planning, and provide all the services necessary to take care of the assets their clients have worked hard for.
“In a nutshell, we are a group of four advisors that made a leap to independence about five months ago after decades at our previous firm,” says NorthEnd managing partner Jake Cluverius. “While we appreciate the experience we had there, we felt like the time was right to bet on ourselves and strive to create something special for our clients.”
NorthEnd Private Wealth operates independently, giving the company flexibility other firms don’t have.
“Being able to operate truly independently and have more of an open architecture of where we can pick and choose investments was important to us,” says managing partner Josh Brown. “We have more flexibility when it comes to building portfolios, developing strategies, and implementing investment plans. Instead of being limited in the investments we can select from, we have a wide range of options so we can be creative and find different approaches that we want to use for clients.”
Perhaps most importantly, NorthEnd’s independence has allowed them to create a family-oriented culture that reflects their own values.
“To be effective in our business, you first and foremost need to know your clients. You need to know them almost like a member of your family, learning what makes them tick — the motivation behind money, if you will. So much about how we operate revolves around the process of accumulating the personal details over time in order to build wealth in a purposeful way. Nothing earth-shattering, but it’s an essential part of our culture and something we’re excited to emphasize as we grow our business. We’re also excited to explore different avenues to give back to our community.”
