Menu
Northcape Wealth Management
Williamsville, New York
5.0
1 Review
Northcape Wealth Management, a respected investment advisory firm headquartered in Williamsville, NY, is committed to providing comprehensive financial solutions to its discerning clientele. With two strategically located offices, they serve individuals and businesses throughout the region.
With a team of six employees, including three dedicated investment advisors, Northcape Wealth Management combines expertise and personalized service to deliver exceptional results. Their advisors have an average of approximately $123,720,000 in assets under management per advisor, in line with the industry average.
Northcape Wealth Manageme...see more
Assets Under Mgmt
$492.81M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Northcape Wealth Management
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.