The confidence of having An experienced guide In pursuing your goals

A Focus on Financial Wellness

At North Atlantic Investment Partners, we strive to be a financial wellness resource for organizations and individuals, helping people understand the big picture and how investing fits into a comprehensive financial plan. Whether you’re a C-suite executive, an entrepreneur or a retiree, our experienced professionals can help you navigate the complexities of wealth. From retirement income planning to corporate retirement plans services, we ensure all the details are addressed through a disciplined process.

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Corporate Executive Services

Corporate Retirement Plans

Retirement Income Planning

Estate Planning

Our Services

We specialize in serving corporate executives and corporate retirement plans, offering guidance for financial well-being and in-depth support for plan sponsors.

Our Approach

Professionalism is in our nature. We’ve earned a number of industry designations, gaining comprehensive knowledge we put to work in serving clients.

Our Process

Our financial planning begins with a thoughtful conversation that informs a deep understanding of your distinct needs.

A Team of Professionals

Jason Tholander
Jason Tholander, MSFS, CFP®, MPAS®, CEBS®, CRPS®, CPFA, AEP®
Managing Member, North Atlantic Investment Partners, LLC. Branch Manager, RJFS
Stephen Hollingsworth
Stephen Hollingsworth, AIF®
Senior Financial Advisor, RJFS President, Adele Financial Services
Paul Kapur
Paul Kapur, MBA, CFP®, APMA®, CRPC®
Financial Advisor, RJFS Director of Financial Planning, North Atlantic Investment Partners, LLC.
John Doherty Bio Image
John Doherty
Senior Financial Advisor, RJFS Senior Vice President, North Atlantic Investment Partners, LLC
Christopher Szymanski
Christopher Szymanski, CFP®, CLU®
Financial Advisor, RJFS Partner, KTS Financial Group
Matthew Lane
Matthew Lane
Financial Advisor, RJFS President, Celeriter Capital Management LLC
Samuel Goldberg
Sam Goldberg, CFP®, MBA, CDFA®
Managing Director, Kruegold Asset Management Financial Advisor, RJFS
Jim O'Clair
Founding Director, O’Clair Wealth Management Financial Advisor, RJFS
Scott Wheeler
Scott Wheeler, CRPC®, APMA®
Financial Advisor, RJFS Vice President, North Atlantic Investment Partners, LLC
beau gaudreau
Beau Gaudreau
Financial Advisor, RJFS
Dale LaVelle Jr. bio headshot
Dale LaVelle Jr.
Financial Advisor, RJFS Vice President, North Atlantic Investment Partners, LLC
Richard Goldman
Richard B. Goldman
Vice President, North Atlantic Investment Partners, LLC. Financial Advisor, RJFS
Jeff McGuinness Bio Image
Jeff McGuinness
Financial Advisor, RJFS Vice President, North Atlantic Investment Partners, LLC
Mike Kulesza Bio Headshot
Mike Kulesza
Financial Advisor, RJFS Partner, North Atlantic Investment Partners, LLC
Ryan Schott
Ryan Schott
Operations Manager, North Atlantic Investment Partners Registered Branch Associate
Jacquelin Medeiros
Jacquelin Medeiros
Client Service Manager North Atlantic Investment Partners, LLC
Anni McGuinness Bio Image
Anni McGuinness
Branch Associate, RJFS
Julie Bishop
Sr. Client Services Manager
Sean Tully Bio Image
Sean Tully
Client Service Associate
Robert Reilly
Robert Reilly, CIMA®
Branch Professional
Thomas Fitzpatrick Bio Image
Thomas L. Fitzpatrick IV, MBA
Investment Advisor Representative, RJFS
brian goguen
Brian Goguen, MBA, MST, CPA*, CFP®
Investment Advisor Representative, RJFS
Our philosophy toward investment management is inspired by the story of a crane standing vigilant. Perched on one leg, the crane held a stone in its other claw that would fall and alert the flock as a fail-safe. Through this disciplined system, the flock’s safety was preserved.

Information & insight

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

A Trusting Partner Standing Sentry

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

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