Updated:
1 North Wealth Services
James J. Heffernan established the firm after prior service on the board of United Natural Foods. The wealth origin traces to principals' work in fee-only...
Overview
James J. Heffernan established the firm after prior service on the board of United Natural Foods. The wealth origin traces to principals' work in fee-only financial planning and investment advisory. The firm allocates across real estate, hedge funds, and commodities within North America. It structures client portfolios through discretionary mandates and offers guidance on risk management, estate strategies, and philanthropy. No specific portfolio companies or co-investors are publicly named. The team includes three named partners who also maintain membership in NAPFA. The firm supports the Community Foundation of Anne Arundel County. No dated operational events from the last 24 months appear in available records. The structure centers on integrated planning delivered by the founding principals rather than external fund commitments or club vehicles.
General information
Firm type
Multi Family Office
Year founded
2000
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
Annapolis, MD, United States
Principals
James J. Heffernan
Managing Member and Director of Financial Planning
Mark J. Heffernan
Partner and Wealth Advisor
Brian J. Heffernan
Partner and Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at 1 North Wealth Services?
James J. Heffernan serves as Managing Member and Director of Financial Planning. Mark J. Heffernan and Brian J. Heffernan act as partners and wealth advisors.
Does 1 North Wealth Services participate in fund commitments or only direct deals?
The firm provides discretionary portfolio management that includes allocations to hedge funds and commodities. No public detail distinguishes direct deals from fund commitments.
What investment stages does 1 North Wealth Services typically target?
The firm focuses on evergreen portfolio management for affluent families rather than venture or growth-stage deployment.
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