Tag: Retirement Income
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A Strategy Designed for What Matters Most
Northshore Wealth Management offers a tax-efficient income model designed to protect and grow assets while ensuring flexibility and control for clients. As a fiduciary advisor, the focus is on client needs without conflicts of interest. The model aims for stable, increasing income with limited market risk, and no penalties or hidden fees.
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Midyear Update on Our Flagship Portfolio Model
Mainsail Wealth Management’s flagship portfolio model, The Mainsail Equity Model, is currently up 11.19% year-to-date. The model is an actively managed allocation model with a buy-and-hold growth strategy, focusing on fundamental analysis and supplementing its returns through active trading based on technical analysis.
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NWM’s Proprietary Allocation Models
The Mainsail Equity Model is currently experiencing a positive YTD return, having strategically invested cash during market dips. It focuses on blue-chip growth stocks and supports additional proprietary models. Northshore Wealth Management emphasizes quality work over account quantity, offering transparent, fiduciary advice with a commitment to achieving clients’ investment objectives.
Northshore Wealth Management 