1 North Wealth Services
Company

1 North Wealth Services

Financial Services 1997 Annapolis Exchange Parkway 11 employees
Employees
11
Contacts
2
Emails
2
Phones
2

1 North Wealth Services Overview

Headquarters
1997 Annapolis Exchange Parkway
Industry
Financial Services
Employees
11
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About 1 North Wealth Services

"We are here to help and guide you. We’re not deal-making asset gatherers. We are financial life coaches with a great mix of skill sets aimed at keeping your family and your wealth properly protected. Our mission is to provide strong financial expertise through a personal experience." - James E. Brennan, CFP and CEO of 1North Wealth Services

1 North Wealth Services Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

1 North Wealth Services Org Chart

Sample employees and titles
Name Title Contact
James E. Brennan, Cfp® CEO/ Fee Only Wealth Management Firm
Email Phone
Mary Hughes Lead Investment Manager and Trading
Email Phone
Daisy Banks Customer Service Representative - Usaf
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John Milchling Investment Analyst at 1 North Wealth
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile

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