Also known as north shore investment consulting
North Shore Investment Consulting is an independent, fee-only wealth management and financial planning firm in Wilmette, Illinois, founded in 2002, with about $130 million in assets under management. It serves individuals, families and business owners. The firm describes an evidence-based investment philosophy built on academic research, broad diversification, cost awareness and long-term discipline, and states that its advice focuses on client objectives rather than product sales or commissions. Services include investment management coordinated with retirement, tax and estate planning.
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North Shore Investment Consulting is a wealth manager based in Wilmette, United States, managing approximately $130M in assets.
North Shore Investment Consulting is headquartered in Wilmette, United States.
North Shore Investment Consulting manages approximately $130M in assets under management.
North Shore Investment Consulting was founded in 2002.
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