Nurturing Your Wealth and Well-Being
One of the best ways to promote longevity is to manage stress. Navigating the ever-changing market conditions and strategies for each season of your life can be a great burden on your well-being.
We are here to serve as a calm and reassuring voice, guiding you on your journey from wealth building to wealth management with the tools to navigate even the roughest waters.
We are an independent fiduciary wealth management firm based near the northern shore of Lake Washington, serving clients virtually across the United States. It is our greatest mission to see our clients achieve longevity in wealth and health. We are currently accepting new clients.
Ways To Get Started
Tell me how I can help at Alyse@NorthshoreWealthManager.com
Give me a call at 206-794-8442
Or fill out the contact request form below, and I’ll respond as quickly as I can.
All meetings are remote via phone or web. Serving clients within the US.
One Simple Philosophy:
Investing + Logic = Better Results
Our job is to bring clarity and confidence to your investment strategy and financial plan. Sometimes, financial planning is made far more complicated than it needs to be in order to convince you there’s no way you could figure this out on your own, giving you a false sense of helplessness and dependency. Our philosophy is the opposite. How can we expect you to have confidence in your investment strategy if we make it so complicated that you can’t understand it? And how does it benefit you if we add to your stress? We believe the better you do, the better we do on a holistic level.
Decades of research have gone into developing our proprietary methodology for portfolio construction based on the simplest principles of logic. And we inform our investment clients on the most fundamental principles of our portfolio frameworks to ensure you understand your portfolio inside and out. We do this to ensure that you can maintain confidence in the work we do for you, no matter what market conditions we’re facing, which goes back to our mission to nurture both your wealth and well-being.
Experienced and equiped
to navigate any conditions.
A Message From our Founding Financial Advisor
Dear Future Client,
I remember sitting for a job interview many years ago that opened with the question “Why should I hire you?” I think about that question often, and my answer today hasn’t really changed.
The work I do is guided by the golden rule. I’ve hired plenty of professional services throughout my life, and I’ve always sought help from people whom I believed had the knowledge to do the job right and the heart to put my best interest first, whether it was a professional in the medical field, legal field, or my CPA. I take your trust in my work and my integrity as an honor, and I always want you to be happy that you hired me.
I meant what I said back then, and I mean it now. I did land that job all those years ago, and I took that company’s confidence in me to heart. Today I’m seeking an opportunity to do the same for you. I look forward to serving as your financial advisor.
-Alyse
Hours
Pacific Standard Time
Contact
Your portfolio is our priority.
Alyse Clark is a registered investment adviser in the State of Washington. While advisers may not transact business in states where they are not appropriately registered, excluded, or exempted from registration, Alyse Clark offers RIA services virtually nationwide through an exemption extended by the State of Washington. 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 