NorthCape Wealth Management

EST. AUM
$706,082,554

CONTACTS
2

CLIENT ACCOUNTS
1,394

Firm Details

Metro area Buffalo
CRD Number 312350
Website northcapewm.com
Client types

Overview

NorthCape Wealth Management is a financial planning and investment consulting firm that operates as a fiduciary. The firm offers financial advice and services tailored to clients' needs at different life stages, from career beginnings to retirement planning. The company's name is inspired by the NorthCape in Norway, symbolizing guidance and direction for individuals and families managing their financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

NorthCape Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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