SEC CRD #801-128572
Main Page - 44 North Capital Financial Planning | Investment Management | Wealth Advisory Your financial life deserves a trusted guide , not just a plan Most people know they should be doing more with their wealth. The challenge is knowing exactly what — and having the right partner to navigate every decision with confidence. SCHEDULE A CONVERSATION LEARN MORE THE CHALLENGE Wealth without a clear strategy can feel more overwhelming than freeing. You ve worked hard to build what you have. But navigating the complex intersection of taxes, investments, risk, and retirement planning — while living your life — is a challenge most people weren t trained for. Investment Uncertainty Markets shift, headlines alarm, and it s hard to know if your portfolio is truly aligned with your goals or just riding the wave. Fragmented Advice Too often, financial decisions are made in silos — your CPA doesn t talk to your broker, and no one has the full picture of your financial life. Planning Paralysis Retirement, estate, taxes, insurance — the complexity of doing it right can lead to inaction, which itself can be a costly decision. WHY 44 NORTH CAPITAL We've helped guide families through every kind of financial terrain. 44 North Capital was built on one principle: every client deserves the kind of personalized, comprehensive financial guidance once reserved for the ultra-wealthy. We are a fiduciary firm — legally and ethically obligated to act in your interest, always. Fee-Only, Fiduciary Advisor
STACY SIZEMORE
CHIEF COMPLIANCE OFFICER - TRU INDEPENDENCE
📞 (802) 300-0614
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AUM
$125M
Location
BURLINGTON, VT
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