Start Planning Your Future

What is your most important financial question?

Often the kinds of questions that have the biggest impact on your life and wealth have little to do with market timing – like whether or not to accept an early retirement package, or when to update your estate plan. These are the kinds of decisions we’ve been helping our clients make for many years, and it’s led us to develop a series of focused services and capabilities around specific client needs.


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“In practical terms, the number at the bottom of your quarterly statements isn’t really your bottom line. How risk is being managed, the accumulation of wealth, and the ways in which your portfolio supports your various goals – those are the results we’re most concerned about, because they have much greater relevance for your life.”

Jay Boger, J.D.
Wealth Advisor



Bringing Strategy, Order, And Clarity”

Executives And Professionals

For professionals and executives, you may have certain wealth strategies in place, but lack clarity around how much risk you’re actually exposed to. These are the details we consider in order to design a strategic plan for pursuing growth, preservation and distribution of your wealth. This often entails understanding how your corporate benefits package, integrating a tax strategy, and guiding professionals through financial decisions like incorporating or transitioning a practice.

Who We Work With Our Plans | Northcoast Wealth Management
Who We Work With Our Plans | Northcoast Wealth Management

Auto Industry Executives

With all the recent structural changes in the industry, many autoworkers and executives are facing unexpected and complicated questions about their retirement. Our team focuses on helping these individuals make strategic decisions in regards to their retirement options and their finances as a whole. We consider your complete wealth picture and design a strategic plan to help get your investments in order, and to help align your financial strategies with your early retirement needs.

Business Owners

If you own a business, often your relationship to risk, your concentration of wealth and your considerations for retirement require a specialized, risk-adjusted approach to wealth management. By evaluating your wealth-vision as a whole, we focus on designing a strategic plan that will help balance your priorities, with preservation, and active management strategies that are attuned to your tolerance for risk.

Who We Work With Our Plans | Northcoast Wealth Management
Who We Work With Our Plans | Northcoast Wealth Management

Pre-Retirees And Retirees

As you approach retirement, often life and career changes repeatedly complicate the question, “Will I have enough?”. Plus, once you retire, life continues evolving – yet through it all is the need for preservation. Our investment philosophy is predicated on an advanced risk management process, and our advice is planning-oriented. Our objective is to help manage what’s needed for a long and active retirement, while guiding you through retirement challenges

Affluent Families

When family is a central priority, good performance means much more than attaining a certain return target – it’s about protecting what you have, using suitable strategies to fund individual goals, and having plans that can keep up with your evolving needs. We start by talking through all the values and priorities that are most important to you, so that we can translate them into clear wealth goals. Through an ongoing relationship, we provide guidance and advice, as well as active planning and investing services.

Who We Work With Our Plans | Northcoast Wealth Management
Who We Work With Our Plans | Northcoast Wealth Management

Full Transparency

There’s a reason for everything we do and we take the time to share that rationale with you. As financial advisors held to the fiduciary standard within an independent firm, it’s not only our methodology that is transparent, but also our compensation and portfolio design process.