1 North Wealth Services is currently meeting clients both in person or virtually, depending on client preference and other factors. If you are scheduled to visit us in person, please note that if you are experiencing any COVID-like symptoms, or any other symptoms of illness, we ask that you reschedule your meeting or attend this meeting virtually. We also ask that you follow all state, county and federal guidelines/mandates. By visiting our office, you understand that this is our policy and agree to sign a COVID-19 waiver, declaring that you hold all employees of 1NWS harmless from any illness you may contract after meeting in our office. As part of this waiver, which can be found here and will be provided to you during your visit to the office, you will choose whether you would like the 1NWS employees masked during the meeting, which we will honor.
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.
