417 Grand Park Drive
For over 35 years, North Bend Wealth Management has specialized in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.
Financial Planning Services
We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
Investment Management Services
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As a fiduciary, we also provide personalized and independent advice, putting your needs and best interests first.
Initial Plan: $600
Initial Plan: $2,500
Initial Plan: $5,000
While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $300/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work.
- Portfolio Review- Investment Selection- Rebalancing- Gain/Loss Harvesting- Time Horizon Analysis- Risk Tolerance- Asset Allocation- Research
Email: Tad@NorthBendWealth.comCall/text: 681-588-5148
Or click the button below to book an appointment!
Email: Marc@NorthBend Wealth.comCall/text: 681-588-5149