A New Chapter, Built Around You

Our move to independence means you’ll continue receiving the same personalized service, with enhanced technology, investment options, and freedom to always put your best interests first.

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A Message to Our Valued Clients

We are pleased to announce a new chapter in our commitment to serving your financial needs. We have established Northern Edge Wealth Management; an independent firm built with your best interests at its core. This transition allows us to provide you with an even higher level of personalized financial solutions and service.

As an independent firm, Northern Edge Wealth Management offers flexibility and control in how we serve you. We've chosen Charles Schwab as our trusted custodial partner, ensuring the security and integrity of your assets. You will continue to work with the same trusted advisor and dedicated team you've come to know and rely on. Our commitment to you remains our top priority.

This isn’t about a new logo or a new building — it reflects our commitment to continually improving the way we support our clients.

What is improving:

More choice. A broader lineup of investments, tools, and technology.
Improved fee schedule. Fewer layers between you and us.
Fiduciary standard. Clients first, always.
Location. Just next door – 2424 U.S. Hwy 41 W., Marquette, MI 49855

What we need from you (it’s simple):

Gather your personal and account information.
Answer our call. Our team will be calling to answer questions and collect the details needed to transfer your account.
Review and sign transfer forms.

How long does it take?

Transfers typically take 5–10 business days after signing, and we will do the heavy lifting.

We’re committed to making this process smooth, simple, and stress free.

We want to take a moment to thank you – sincerely – for the trust you have placed in us. Relationships like yours are the reason we’re taking this step, and we’re excited about the future.

If you have questions, please call or email our team. As always, we’re here to help.

Call 906-228-6018 or email service@northernedgewealth.com.

With appreciation,

Northern Edge Wealth Management
Justin LePage, CFP®, Billie Paveglio, Peggy Eppert, Tanner Carriere, Shanna Ogle, Dane Nelson

What to Expect During the Transition

We want your move to our new independent firm to be seamless and stress-free. Here’s what you can expect:

Welcome & Communication

You’ll receive communication from us explaining the transition and next steps.
We’ll answer any immediate questions you may have.

Account Transfer Paperwork

We’ll prepare transfer documents for you to review and sign (either electronically or in person).
These forms authorize your accounts to move from the current custodian to our new custodian, Charles Schwab.

Secure Transfer of Assets

Your assets will move “in kind,” which means your investments transfer over without being sold.
There is no interruption to your investments—they remain fully invested throughout the process.

New Account Access

Once your accounts are established at Charles Schwab, you’ll receive instructions on how to set up online access.
We’ll walk you through the login process and help you get comfortable with the new platform.

Confirmation & Review

We’ll confirm when all transfers are complete.
Together, we’ll review your accounts to ensure everything looks correct and answer any final questions.

Throughout the process, we’ll guide you every step of the way. You won’t need to worry about managing the details—we’ll handle it for you.

Get Started

Frequently Asked Questions

Continuity of Service

Will I still be working with you as my advisor?

Yes. Nothing changes about our relationship. I will continue to be your advisor and manage your financial plan just as before.

Will my financial plan or portfolio be affected?

No. Your strategy, goals, and investment approach remain the same. The only change is the platform through which we serve you.

Do I need to take any immediate action?

We will guide you through any simple paperwork required to move your accounts. Otherwise, you don’t need to worry—our team will handle the transition for you.

Safety of Assets & Accounts

Is my money safe in this new arrangement?

Absolutely. Your accounts will be custodied at Charles Schwab, one of the largest and most respected custodians in the industry. They provide SIPC protection and other safeguards for your assets.

Will my account numbers or online login change?

Yes – you will be issued a new account number with Charles Schwab and our team will assist you in getting online access to view your accounts after they transfer.

Will there be any downtime or delays?

No. Once accounts are transferred, your money remains invested, and you’ll continue to have full access throughout the process.

Costs & Fees

Will my fees change?

Probably. As a fee-only firm, we’ve eliminated commissions and are moving exclusively to a transparent tiered fee schedule. Most clients will see a lower expenses than they previously paid. See our Form ADV for all the details. But our standard fee schedule will be:

Are there transfer fees?

We will work to minimize or eliminate any transfer-related fees. If a fee does occur, we will be fully transparent about it.

Benefits of Independence

Why are you moving to an independent firm?

Independence allows us to put clients first—without the limitations of a large firm. We have more freedom to choose the best investments, technology, and services for you.

How does this benefit me?

You gain:

A wider range of investment options
Transparent, client-first advice without corporate conflicts of interest
A more personalized experience, built around your goals

Will our long-term relationship change?

Not at all—except for the better. You’ll continue to receive the same personalized guidance, now with more tools, flexibility, and independence working in your favor.

Ready to Get Started?

If you’re ready to move forward or simply have questions, let us know. Fill out the short form below and we’ll take care of the rest.

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