A Strategy Designed for What Matters Most

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by

Alyse Clark
in ,

Ask anyone in or approaching retirement, and they will tell you what matters most:

1) “I don’t want to lose money.”

2) “I don’t want to run out of money.”

For those reasons, NWM designed a tax-efficient income model built to mitigate market risk, increase income year over year, and maximize tax efficiency. Northshore Wealth Management listens and takes action on what you say. There are other products like this on the market, but few also offer you 100% flexibility. There is no contract, no term, and no penalty to change your mind. You maintain 100% control of your assets, and your beneficiaries will inherit them in full.   

The thing about being a fiduciary advisor is that I get paid the same, regardless of the product I invest your money in, so I’m free to focus on what matters most to you. It’s all the same to me. There’s no such thing as a conflict of interest in my practice. In fact, the better you do, the better I do, so I don’t want you to lose money or run out of money either. What matters most to you also matters most to me.

Few advisors enjoy engineering allocation models. It takes research and work. I’m a workaholic. Building things is what I live for. Building things that serve a meaningful purpose for my investors is what gets me out of bed in the morning. Well, that and motherhood. I get up early to cook a big breakfast to fuel my young athlete’s rigorous training schedule. He’s a workaholic, too, who gets up and hits the ground running toward his dreams. Sometimes it’s a struggle to match his pace because I was up all night running through an NWM allocation strategy. Back-testing it and dragging it through hypothetical scenarios to ensure it’s right.

With that, I invite you to learn more about our Nordhavn Tax-Efficient Income Model. On the water, Nordhavn is a fuel-efficient boat designed for long-distance travel. In Wealth Management, Nordhavn is the namesake of our tax-efficient income model, built to last. This proprietary model aims to offer increasing lifetime income from a growing portfolio with limited exposure to market volatility and complete flexibility for any of life’s changing plans. No time commitment. No withdrawal penalties. No surprise fees. Contact me to learn about this and other strategies available at Northshore Wealth Management.

I run an independent practice offering a full range of investment products, including stocks, bonds, mutual funds, ETFs, REITs, annuities, and private credit, specializing in designing actively managed, proprietary portfolio models explicitly designed for what matters most to my clients. Background check me at https://brokercheck.finra.org/individual/summary/5232511

Message me to learn more.

-Alyse

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Northshore Wealth Management

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.