Northgate Financial Group provides fiduciary financial planning and investment management built around one heading: what actually matters to you, over decades — not quarters.
A working model of your full financial life, stress-tested against the decisions ahead.
Read more →Portfolios built for the plan, not the market cycle — priced in basis points, not guesswork.
Read more →Coordinated, multi-year tax planning so the plan survives contact with the tax code.
Read more →Documents, titling, and intent aligned — so what you built travels the way you meant it to.
Read more →No commissions, no product sales, no referral arrangements. Our advice isn't shaped by what pays us — it's shaped by your direction. As fiduciaries, that's not a marketing line, it's a legal standard we hold ourselves to in writing.
Meet the TeamSell proprietary funds, earn commissions on products we recommend, or take referral fees from third parties.
Disclose our fees in plain numbers, act as fiduciaries in writing, and build the plan around your goals first.
Income sequencing, Social Security timing, and portfolio risk built for spending, not just growing.
Entity structure, owner compensation, and exit planning coordinated with your personal balance sheet.
Trust structures, family governance, and the conversations that keep wealth intact across generations.
A first conversation is unhurried, obligation-free, and entirely about whether we're a fit for each other.
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