Get to Know Alyse – Part One

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by

Alyse Clark
in

I’m creating a series of videos to help you get to know me and become familiar with my communication style and the type of help I offer, so you can decide whether I’ll be a good fit as your financial advisor. I have no idea how many of these I plan to create, but I do plan to make my future videos more educational. This one is just an introduction.

No smoke and mirrors, actors, or professional editors. Just a true depiction of what meeting with me will feel like. I have no intention of spending much time on improving my video production skills because that’s not really the best use of the time you pay me for. I’m here to manage your assets, not dazzle you with flashy videography. These are just bare bones videos that get the job done, so I can go back to getting my job done.

And I apologize for the sniffles. I’m just getting over an illness, but that’s part of the authentic quality of a human financial advisor, not a bot. Sometimes we have the sniffles.

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Alyse Clark, our principal wealth manager, is now accepting new clients.

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alyse@northshorewealthmanager.com

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Northshore Wealth Management

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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.