Dakota
Dakota
Book a Demo
Talk to an Expert

Pointes North Wealth Management

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Manchester, NH
CRD Number
Website pointesnorthwm.com
Client types

Overview

Pointes North Wealth Management is a Salem, New Hampshire-based advisory practice that serves families, business owners, and professionals. Founded on the "Pointes North Difference," the firm focuses on a "big picture" approach to financial navigation, helping clients traverse complex peaks and valleys of wealth accumulation. In April 2026, the firm moved its $500 million in assets to Osaic’s W-2 channel to reduce operational complexity and leverage institutional-scale resources. The practice is known for its high-touch financial coaching and its "individualized plan" methodology, which balances risk tolerance with long-term capital preservation.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy