OUR APPROACH AND SERVICE OFFERING

For wealthy individuals, families and private foundations without their own family office, Northway Wealth Advisors can serve as that 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 – averitable Owner’s Rep for the Wealthy.

01

WEALTH MANAGEMENT ASSISTANCE

Trust, estate and fiduciary administration guidance and support

THE PROCESS OF MANAGING MONEY

Picking a winning formula is the ultimate goal when it comes to investing and wealth planning. Our approach allows you to protect and grow your assets, securely. We understand that you have expectations, plans, and lifestyle requirements. That is exactly what we take into account when helping you plot out your financial course.

Serve as co-fiduciary or trust protector

Generational, legacy, succession and transition planning advice and assistance

02

03

04