1 North Wealth Services, LLC Email Format

Investment ManagementDelaware, United States0-1 Employees

1 North Wealth Services, LLC is an investment management firm based in Lewes, Delaware, offering financial planning and long-term investment management tailored to client goals. The firm emphasizes a detailed planning framework that adapts to changing needs and operates on a fee-only model aimed at aligning advice with clients’ objectives rather than earning commissions.

Its target clients appear to be individuals seeking a thoughtful, relationship-focused approach to money management, with an emphasis on lifestyle-oriented outcomes and a long-term horizon. In 2021, Margo Cook was promoted to Partner, representing a notable leadership development for the firm.

Sign up for free to view info

Company overview Employee directory