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867 Turnpike Street, Suite 216, North Andover, MA 01845

978-296-8600
team@northernpeakfinancial.com
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OUR SERVICES

Northern Peak Financial delivers comprehensive, client-focused wealth management designed to bring clarity and confidence to your financial journey.

Our personalized strategies align every aspect of your financial life, investments, planning, and risk management around your long-term objectives.

Through clear guidance and ongoing education, we simplify complexity so you can make informed decisions with confidence.

INVESTMENTS

  • Mutual funds, ETFs, stocks & bonds
  • Separately Managed Accounts (SMAs)
  • Institutional management programs
  • Variable, fixed, and indexed annuities
  • Investment advisory accounts
  • Cash management strategies

FINANCIAL PLANNING

  • Understanding client's personal & financial circumstances
  • Identifying and selecting goals
  • Analyzing our clients current course of action
  • Develop potential alternatives
  • Implementing financial planning strategies
  • Monitoring progress and updating the financial plan

BUSINESS PLANNING

  • Retirement plans (401k, 403b, 457, pension plans)
    Executive benefit deferred compensation
    Group life & disability insurance
    Workers compensation & health insurance

RISK MANAGEMENT

  • Comprehensive risk assessment
  • Life insurance
  • Disability income insurance
  • Long-term-care insurance
  • Auto & property insurance

Rising Together Toward Your Goals


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