We begin by understanding your financial objectives and personal circumstances. Your dedicated Financial Representative works with you to develop a customized investment strategy based on your time horizon, risk tolerance, asset mix, tax status, and income needs.
Personalized Financial Strategies for Your Future
At Northland Securities, we deliver tailored wealth management solutions designed to support your long-term financial success. Whether you're planning for retirement, managing family wealth, or building a legacy, our client-first approach ensures your strategy reflects your unique goals and life priorities.
Client-Centered Planning
Holistic Wealth Services
We offer a full suite of services to support every stage of your financial journey:
- Retirement planning and income distribution strategies
- Life insurance and employer plan consultations
- Estate planning coordination and guidance for heirs
- Social Security benefit analysis
- Cash flow and distribution planning
Comprehensive Investment Solutions
Through our broker/dealer relationship with Pershing, we provide access to a wide range of investment vehicles, including mutual funds, ETFs, stocks and bonds. Portfolios are designed for cost-efficiency, diversification, and long-term performance.
Ongoing Portfolio Management
Your financial strategy is monitored to stay aligned with market conditions and your evolving goals. We conduct regular reviews of asset allocation, performance, and individual investment vehicles to ensure your portfolio remains optimized.
Comprehensive Financial Services
Northland Securities offers a full suite of financial solutions to help you build, protect, and grow your portfolio. From retirement planning and wealth management to insurance, investing, and estate strategies, our team is here to guide you with personalized advice and trusted expertise.
Important Disclosures
Individual suitability should be determined before purchasing any investment. Some specialized investments are not suitable for all investors; an investment profile will help to determine appropriate portfolio options. A diversified portfolio is no guarantee of safety of principal and investments are subject to fluctuation and possible loss of principal.
Brokerage accounts are carried by and transactions are cleared by Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Advisory services provided through Northland’s SEC Registered Investment Advisor (RIA), Northland Asset Management. Northland Representatives do not provide tax or legal advice: Consult your tax or legal advisor for specific information.
Annuity and Insurance products are guaranteed, underwritten, and issued exclusively by, the respective insurance companies. Penalties may apply for early withdrawal, and a 10% IRS penalty may apply for withdrawals prior to age 59½.
The presentation of this material is neither an offer to sell nor a solicitation of an offer to purchase any investment or security. Certain investment products are sold by prospectus or offering statement, which provides detailed information, including investment details, fees, and expenses. This material must be read in conjunction with a prospectus in order to fully understand all the implications and risks of an investment.