SEC CRD #801-60941
1 North Wealth Services, Annapolis, MD Personalized Road Map for Your Life Our Team Solutions 1Nsight Process 1Nspiration Giving Back Contact Privacy Policy For Our Clients Client Login Client Login Our Team Solutions 1Nsight Process 1Nspiration Contact Disclosure Slide Four Your values are what drive us Slide One Start living your life Slide Three Here's to living well Slide Two Do what you want to do Slide Five Your new chapter What Truly Sets Us Apart? The 1North Wealth mission is to provide trusted, straight-forward guidance to help you meet your financial and investment goals while properly protecting your family and assets. At Your Service We offer fee only financial planning and investment management advice to individuals, families, and business owners seeking to achieve their financial goals and visions. Life Happens How can you make sure you and your money are ok after life changing events? We will work together to make sure you are financially independent for the rest of your life. Let's Go Whether your there is on a kayak adventure or enjoying your retirement, we will help you set your goals and navigate toward them. It’s time to stop imagining yourself there and take action. We are here to help and guide you. We’re not deal-making asset gatherers. We are financial life coaches with a great mix of skill sets aimed at keeping your family and your wealth properly protected. O ur mission is to provide strong financial expertise through a personal experience. James E.
JAMES E BRENNAN
PRINCIPAL
📞 (410) 975-0099
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AUM
$320M
Location
ANNAPOLIS, MD
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