Northshore Wealth Management

Overview

Northshore Wealth Management operates as a sole-proprietorship advisory practice serving individual and family clients, with a stated focus on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with the potential for performance-based fees, and it also offers insurance brokerage services. Investment posture is equity‑oriented: the firm's disclosed asset mix shows a clear preference for exchange‑traded equities. Northshore does not identify as an active ESG investor and is not set up as a multi‑state adviser. Manager allocation activity centers on publicly traded equities and mutual funds for liquid exposure, with select allocations to third‑party real estate managers for alternative exposure. Given the firm’s structure and client base, investment implementation appears tailored and concentrated rather than scaled for institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices