Broker Check

867 Turnpike Street Suite 216 North Andover, MA 01845

978-296-8600
team@northernpeakfinancial.com
Client Login

OUR SERVICES

To help you gain confidence in your entire financial picture, we offer a wide range of comprehensive wealth management services and strategies tailored to your unique needs and long-term goals.  We help educate our clients about financial concepts and products, and take the complexity out of financial planning.

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

TAX STRATEGIES

  • Tax management techniques
  • Tax forcasting
  • Tax loss harvesting

RISK MANAGEMENT

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

ESTATE PLANNING

  • Trust and will planning
  • Charitable giving
  • Wealth transfer

WE SUCCEED ONLY WHEN YOU SUCCEED


RESOURCES   ⟶

SUGGESTED CONTENT

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More
Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More
Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn More