Northland can provide the products and services you and your family need to initiate, build, enhance, and protect your financial portfolio. Planning for the future, to meet your unique dreams and goals, requires time, honesty, thoroughness, and communication. Every financial strategy must grow from a solid foundation and expert advice. Your goals and priorities – family income protection, college funding, portfolio accumulation, home ownership, small business development, retirement, travel, or estate preservation – are important to your peace of mind, and important to us.
Northland’s Wealth Management team offers a wide array of financial services to ensure the stability of our customers’ financial futures. Whether you’re simply interested in learning more about your options, or you want to take action to set a course for financial success today, our team can help you make the decisions that are right for your individual situation.
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.