NorthShore Wealth Management

The firm typically operates on a hybrid fee model combining a percentage of assets under management with fixed-fee planning retainers for specific engagements. This dual structure is common among fiduciaries focused on ongoing retirement-income management, reducing the incentive for product-based commissions.

No. The firm's investment strategy is built around publicly traded securities, including equities, fixed income, and liquid alternatives such as REITs and managed futures, typically accessed through low-cost institutional fund vehicles. It does not operate its own direct-investment or private-fund programs.

The practice centers on distribution-phase portfolio management rather than accumulation. This means the advisory process integrates Social Security claiming strategy, pension election analysis, required minimum distribution scheduling, and dynamic withdrawal-rate modeling into a unified tax- and sequence-risk-aware framework.

The firm primarily serves professionals, corporate executives, and business owners in Chicago's North Shore suburbs. Clients often carry complex retirement-benefit packages — including deferred compensation, concentrated equity positions, and small-business assets — requiring coordinated tax and distribution planning.

No. It is structured as an independent registered investment advisor with a fiduciary obligation, serving multiple unrelated clients. While it shares a geographic concentration with many family offices, it operates as a traditional advisory practice rather than a dedicated family-office entity.