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At Northwood Stephens, we undertake each client relationship,
with the following service principles in mind:
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Comprehensive – We oversee all aspects of our clients’ financial
lives.
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Integrated – Clients’ financial issues are interrelated. We ensure
that clients’ advisors are working together in a coordinated manner.
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Tailored – Our service is different for each client depending upon
their specific needs.
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Objective – We are an independent firm with no ties to large
institutions. Our advice is objective and unbiased. We hire
investment managers and other advisors for clients based on their
skill and their fit with the client.
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Implemented – Once the plan is drawn up, we take responsibility to
ensure it gets implemented in a timely and effective manner.
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Proactive – We initiate both new projects as well as follow-ups
using our own unique “tracking” process, so important items don’t
get lost in the shuffle.
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Access to the Best – We bring a top quality selection of providers
to our clients, from money management to accounting and legal
services.
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Experienced – We have over 100 years of combined in-house experience
in all of the major disciplines, which we bring to bear for our
clients.
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Long-term Relationship – We own our firm and plan to be in this
business serving our clients for the long term.
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