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Your values are what drive us

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Start living your life

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Here's to living well

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Do what you want to do

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Your new chapter

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What Truly Sets Us Apart?

The 1North Wealth mission is to provide trusted, straight-forward guidance to help you meet your financial and investment goals while properly protecting your family and assets.

At Your
Service

We offer fee only financial planning and investment management advice to individuals, families, and business owners seeking to achieve their financial goals and visions.

Life
Happens

How can you make sure you and your money are ok after life changing events? We will work together to make sure you are financially independent for the rest of your life.

Let's
Go

Whether your there is on a kayak adventure or enjoying your retirement, we will help you set your goals and navigate toward them.  It’s time to stop imagining yourself there and take action.

“

We are here to help and guide you. We’re not deal-making asset gatherers. We are financial life coaches with a great mix of skill sets aimed at keeping your family and your wealth properly protected. Our mission is to provide strong financial expertise through a personal experience. 

James E. Brennan, CFPCEO

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