NORTH BAY WEALTH MANAGEMENT

Overview

North Bay Wealth Management is an independent, fee-based registered investment advisor serving individual and family clients as well as select institutional relationships. The firm structures advisory fees as a percentage of assets under management and emphasizes discretionary portfolio management alongside comprehensive financial planning. Core service lines include wealth management for individuals and small businesses and pension consulting services, delivered through discretionary mandates in most client relationships. The firm is not an active ESG investor and does not position itself as a capital allocator; instead it uses third-party managers and pooled vehicles when clients need access to alternative strategies. Investment posture is relatively conservative-to-moderate: the firm favors pooled public funds and mutual funds as the primary building blocks for client portfolios and allocates selectively to third-party alternative fund managers where appropriate. Most activity is concentrated in actively managed and passive mutual fund structures rather than concentrated single-stock bets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices