Clarity Across Every Corner of Your Financial Life
At Northern Edge Wealth Management, we offer more than just advice—we offer a clear, connected strategy across every major area of your financial life. This page outlines our five core services, each designed to support you through every life stage with transparency, simplicity, and confidence. Whether you're growing wealth, preparing for retirement, or leaving a legacy, we’re here to guide you every step of the way.
Financial Planning
Financial planning is the foundation of everything we do. We work closely with you to create a dynamic, personalized roadmap that adapts as your life evolves. From budgeting and savings to major purchases and long-term goals, we build plans that are clear, actionable, and tailored to your priorities.
Goal-based planning aligned with your values
Ongoing plan reviews and updates
Integration with tax, estate, and retirement planning
Investment Management
We design and manage investment portfolios that reflect your long-term goals—not short-term trends. Our approach emphasizes diversification, cost-efficiency, and discipline—backed by a belief in steady ownership of high-quality businesses.
Customized asset allocation
Long-term strategy based on human ingenuity
Behavioral coaching through market volatility
Income Tax Strategy
Taxes can quietly erode your wealth if not managed proactively. We offer strategic planning designed to minimize unnecessary tax liabilities—helping you keep more of what you’ve earned.
Tax-efficient withdrawal and income strategies
Coordination with your CPA or tax preparer
Forward-looking planning to reduce surprises
Estate Planning
A thoughtful estate plan ensures your values and wishes live on. We collaborate with estate attorneys and coordinate every detail to help you structure your legacy with clarity and care.
Beneficiary and asset review
Planning for inheritance, trusts, and charitable giving
Guidance through family transitions and long-term care
Retirement Planning
Whether retirement is around the corner or still years away, we help you prepare with confidence. From income projections to risk management, we design plans that support your lifestyle and protect your peace of mind.
Custom retirement income strategies
Social Security and pension coordination
Stress-tested withdrawal plans to reduce longevity risk
Questions?
Do I have to use all the services listed here?
Not at all. We’ll tailor a plan based on your specific needs—whether that’s one service or a fully integrated approach.
Not at all. We’ll tailor a plan based on your specific needs—whether that’s one service or a fully integrated approach.
Do you work with clients outside of Michigan?
Yes, while we’re based in Marquette, MI, we serve clients across the country through virtual meetings and secure online tools.
Yes, while we’re based in Marquette, MI, we serve clients across the country through virtual meetings and secure online tools.
How are your services priced?
We believe in transparency. Our pricing is based on a flat fee or a percentage of assets under management, depending on your needs. No hidden charges, ever.
We believe in transparency. Our pricing is based on a flat fee or a percentage of assets under management, depending on your needs. No hidden charges, ever.
What makes Northern Edge different from big-box firms?
We prioritize personal relationships, clarity, and responsiveness. You’ll never be routed to a call center—we’re here when you need us.
We prioritize personal relationships, clarity, and responsiveness. You’ll never be routed to a call center—we’re here when you need us.
