Let us guide you toward your goals.
Browse our comprehensive suite of products and services
Retirement Planning & Income Planning
From building wealth to preserving wealth to converting assets into income streams, we have the expertise to guide you through your options and manage them for you.
Option Strategies
The Regatta Strategic Option Model is available on a limited basis to provide an options trading overlay to our focused growth strategy, starting at $3 Million.
College Planning & Children’s Accounts
We no longer have to fear overcontributing to a college savings fund. New regulations allow 529 College Savings assets that are left over after all tuition and expenses are paid to be converted into a Roth IRA. Some limitations apply.
Portfolio Managment
You may already have an investment portfolio you’d like to keep intact. Perhaps your advisor has retired, or maybe they have simply stopped returning your calls. I’m happy to shepherd your assets at Northshore just as they are if no changes are needed or if repositioning serves no advantage.
Security Annalysis & Portfolio Construction
Our proprietary method of evidence-based stock analysis guides portfolio construction at Northshore. Ask us about the performance of the portfolio models exclusively available at our firm.
Second Opinions
Ask us to have a look. If we think your current portfolio strategy is great and we wouldn’t change a thing, we’ll let you know. If we think there are better ideas for you to consider, we’ll tell you.
A wealth of resources
Northshore Wealth Management brings decades of industry experience and a powerful network of professional services to help you navigate the best course.
Additional Help Available
- Recommendations on trust attorneys
- Guidence on establishing a POA
- Guidence on managing rental properties
- Guidance on options, drivatives and private credit placement
Prioritizing your ease of use
I want to make this part of your life easier. That is why brokerage assets managed by Northshore Wealth Management are held at Altruist Financial, a modern, secure, full-service brokerage platform created by financial advisors. Altruist caters to the user experience, and its software developers pride themselves on the robust platform they’ve built for you to access and view your portfolio and account documents with comfort and ease. In my experience, Altruist is the most well-designed and user-friendly asset management platform on the market.
“You’re the Captain, and I’m the navigation system. Tell me where you’de like to go, and I’ll help you get there.”
Alyse Clark
Owner, Northshore Wealth Management
Hours
Pacific Standard Time
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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 