You’ve earned your place at the lake, let us guide you The Northern Way.

We help make life more enjoyable through smarter financial planning.

What "The Nothern Way" Means to YOU

Gain Clarity

On reaching your goals such as: Retiring from working, Traveling, Predictable Income or Helping Your Loved Ones.

Gain Confidence

Knowing your money is working for you, bringing the most value.

Gain a Guide

You have an experienced, trusted guide to lead the way.

The Northern Way Experience

Our 4 Step visit process.

1.

Bearings Visit

Your foundational meeting where it’s all about us being able to gather our bearings about who you are, where you are today, and where you want to go in your dream retirement.

2.

GPS Visit

You will receive your Northern Way Retirement GPS and we will show you how your financial picture looks and where we can specifically make adjustments to get to your desired GPS. You will have clarity by the end of the session to decide if you’re ready for us to prepare your route.

3.

Route Visit

Your visit is where you will be presented with your individual route that will lead you to a confident retirement.

4.

Journey Visit

The route has been set now and we finalize and celebrate the destination you picked. Ongoing, you will have us as your trusted guide through your journey.

Start your journey today!

Our Trusted Partners

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In The Media

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Ready to Start Your Journey?

Set up a call to discuss your Northern Way Retirement GPS™ Route

3 Advantages of partnering with us.

Gain Clarity

On reaching your goals such as: Retiring from working, Traveling, Predictable Income or Helping Your Loved Ones.

Gain Confidence

Knowing your money is working for you, bringing the most value

Gain a Guide

You have an experienced, trusted guide to lead the way.

Is The Northern Way a fit?

Investment Cheat Codes

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Full Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. Northern Way Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.


This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Northern Way Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.


Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.