A commitment to the integrity of the fiduciary standard
Northshore is an independent fiduciary wealth management firm based near the northern shore of Lake Washington, serving clients virtually across the United States.
We stand firm and uncompromising on our commitment to upholding the principles and integrity of the asset management industry.
Our fee structure is standardized, eliminating any conflict of interest from varying commissions. You’ll get a strategy that’s designed to suit you, not a strategy designed to generate commissions.
A commitment to a higher standard of service
Northshore Wealth Management is committed to shepherding the investment portfolios of a select clientele, ensuring that our quality of service and advice is never compromised by unsustainable business practices.
We limit the scope of our practice to focus on quality of service over quantity of accounts.
Our comprehensive suite of professional services caters to a diverse clientele with diverse needs for investment portfolio allocation, tax-conscious strategies, and wealth preservation measures. You deserve our attention.
Experienced and equiped
to navigate any conditions.
A Message From our Founding Financial Advisor
Dear Future Client,
What do I want most out of a paid service? I want it to make my life easier. I want one less thing to worry about, so I can spend more time and energy on things I enjoy. I understand this is the point of my role in your life. I want to make sure your assets are managed sensibly and with the care they deserve, and I want to make this critically important task as painless as possible for you. You’ve worked hard to acquire these assets, and they deserve my care and attention. My job is to serve as an asset to you by making this part of your life easier.
-Alyse
Your portfolio is our priority.
Alyse Clark is a registered investment adviser in the State of Washington. The adviser may not transact business in states where she is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. The opinions expressed herein are those of the firm and are subject to change without notice. Any projections or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other firms and are only for general informational purposes as of the date indicated. Past performance of information presented should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the
investment.
The information presented here is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The advisor has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Northshore Wealth Management has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.
Northshore Wealth Management may discuss and display charts, graphs, formulas and/or stock picks which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.
Northshore Wealth Management 