Smart Planning for Income, Growth, and Wealth Transfer

At Northland Securities, we specialize in helping clients build investment strategies that prioritize tax efficiency. Whether you're focused on generating income, growing your portfolio, or transferring wealth to future generations, our team works alongside your tax and legal advisors to ensure your financial plan is aligned with your long-term goals.

A Collaborative Approach to Tax-Efficient Investing

As a full-service broker-dealer, Northland offers access to a wide range of tax-efficient investment solutions, including real estate-based exchange strategies, municipal bonds, annuities, and structured products. These strategies are designed to reduce tax liability, enhance portfolio performance, and support estate planning objectives.

We recognize that your financial team may include family members, bankers, realtors, insurance agents, and business partners—but your tax and legal advisors are essential in establishing a strong foundation for tax-aware investing. Our Investment Professionals collaborate with your advisory team to identify and implement solutions that reflect your unique financial situation.

Let's Build a Tax-Efficient Strategy Together

Connect with a Northland Investment Professional

Meet the Team

Key Areas of Tax-Efficient Planning

Asset Ownership Coordination

 Align trusts, wills, brokerage accounts, life insurance, and business interests to optimize wealth transfer through gifting or estate planning.

Beneficiary Designation Review

 Ensure primary and contingent beneficiaries are structured to support continuity and minimize tax impact.

Buy/Sell Transaction Planning

 Strategically time investment or business transactions to manage gains/losses and basis implications.

Retirement Income Optimization

 Coordinate income planning across qualified accounts, non-qualified assets, defined benefit plans, and insurance to maximize retirement income and legacy goals.

Important Disclosures

For informational purposes only. Northland Securities does not provide tax or legal advice.  This is neither an offer to sell nor a solicitation to buy any security.  Such an offer may be made only by means of an official offering memorandum.  Investors should read any offering memorandum and review any risks associated with any offering.  This website is incomplete and does not include all material necessary for an investor to make a determination regarding whether to transact in an investment.  Investors must be vetted for qualification prior to any discussion of a current or contemplated offering.