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.Learn More
We specialize in serving corporate executives and corporate retirement plans, offering guidance for financial well-being and in-depth support for plan sponsors.
Professionalism is in our nature. We’ve earned a number of industry designations, gaining comprehensive knowledge we put to work in serving clients.
A Team of Professionals
Information & insight
Understanding the difference between long-term care and long-term disability
Bond Market Perspective
How AR is impacting business
Financial resolutions for 2024
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.