OUR APPROACH AND SERVICE OFFERING
For wealthy individuals, families and private foundations without their own family office, Northway Wealth Advisors can serve as a bridge between clients and their service providers, ensuring effective communication and coordination, monitoring performance, and advocating on behalf of the client’s best interest.
A truly fiduciary-oriented advisor, you can think of Northway as a highly experienced friend you can hire to help you take advantage of all the wealth management tools available to you – a veritable Owner’s Rep for the Wealthy.
WEALTH MANAGEMENT ASSISTANCE
TRUST & ESTATE ADMINISTRATION ADVICE, GUIDANCE & SUPPORT
SERVE AS FIDUCIARY, CO-FIDUCIARY OR TRUST PROTECTOR
GENERATIONAL, LEGACY, SUCCESSION & TRANSITION PLANNING ADVICE & ASSISTANCE