1 North Wealth Services

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1 North Wealth Services Overview

Type

Multi Family Office

Year Founded

2000

General Information

1 North Wealth Services is a multi-family office headquartered in Annapolis, United States. Founded in 2000, its principals generated their wealth through fee-only investment advisory and financial planning services. The firm provides integrated planning and discretionary portfolio management for affluent families, offering guidance on risk management, estate strategies, and philanthropy across generations—delivers evergreen growth capital.

Contact Information

Website:
https://1northwealthservices.com/

Year Founded:
2000

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Annapolis, MD, United States

Portfolio & Notable Allocations


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