James E. Brennan, Cfp® Email & Phone Number

As the CEO of 1 North Wealth Services, I have been a CFP, Financial Planner ,and Private Wealth Manager for nearly 30 years, and have surrounded myself with a great team of empathic & hard-working professionals. Our firm is located in Annapolis, Maryland, but we advise over $250 million of client assets from around the globe. I have been involved in the local and global community throughout my career, with a strong emphasis on family protection, particularly for women. My greatest volunteer efforts have been to improve global water quality and innovation, though my clients know that I have served on many non-profit boards that promote community improvement. As wealth managers, we believe strongly that our clients' investments should match their ideals. Moreover, we create custom, actively managed portfolios because every client is different. With us, you will have a portfolio of stocks, bonds, and active ETFs that would not be similar to someone at a different stage of life or risk level. Finally, we believe that no one should invest their funds until they have full knowledge of the timeline for need of these funds. How much it costs to "be you" now and in the future is your first priority and we will help you understand this process, then invest accordingly. Call us for a free, initial consultation at 410.975.0099 (or email at info@1nwealth.com). We look forward to meeting and working with you.Specialties: Fee Only Financial Planning ** In-Depth Retirement Analysis & Distribution Planning ** Tax Planning ** Investment Management ** Insurance Planning (no product sales!) ** Education Funding Strategies ** Federal Employee/Military Benefits ** Anne Arundel County Employee Benefits ** Small Business Owner Tax & Benefit Planning ** Planning for Widows and Divorced Spouses.

Listed skills include Retirement, Wealth Management Services, Investment Advisory, Personal Finance, and 23 others.