A RARE COMBINATION OF
Specialized Expertise
Our philosophy on net performance initially arose from our unique combination of backgrounds, which continues to inform our decisions today. Because our core advisory team consists of a Chartered Financial Analyst® (CFA), a Certified Financial Planner™ (CFP) and a Certified Public Accountant (CPA), all with decades of experience in the financial industry, from the outset it was very apparent to us how much risk, timing and taxes can affect the outcome of an investment portfolio.
“Our rare combination of investment, wealth strategy and tax planning expertise is the foundation of our approach to pursuing our clients’ performance goals.”
Mark Lebovitz, CFA®
Wealth Advisor, Partner
Scroll Below To Meet The Northcoast Wealth Management Team!
START YOUR RETIREMENT PLANNING
Investments Based In Reason, Method And Careful Planning.
Not In Speculation.
Wealth Advisor, Managing Partner
Wealth Advisor, Managing Partner
Wealth Advisor, Partner
Wealth Advisor, Partner
Wealth Advisor
Wealth Advisor
Wealth Advisor
Practice Manager
Practice Manager
Branch Operations Associate
