One North Wealth Services

At 1North we don’t just invest in the success of our clients. We also invest in the success and betterment of our community. If you are a business owner (like us), you have likely poured your heart, soul and life savings into your business. Your busi...

At 1North we don’t just invest in the success of our clients. We also invest in the success and betterment of our community. If you are a business owner (like us), you have likely poured your heart, soul and life savings into your business. Your business is an investment so you need to treat it as such, from choosing the proper entity to annual tax and cash flow considerations. We’ll work with you and your tax advisor to create and maintain the optimal business structure to keep this asset growing properly. When you’re read to ponder reducing your role or selling your business, you need guidance on the right way to leave your business so that you can gain the most net profit before you leave it. We’ll work with your tax and other advisors to help you transition through all of your business needs.