WHO WE ARE
A Plan Built Around Your Life — Not Just Your Assets

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Why We Started North Shore Wealth Partners

North Shore Wealth Partners was built on the belief that financial planning should begin with listening. The best financial advice starts with understanding the person behind the portfolio. We take the time to learn your story, understand your priorities, and build a strategy that’s aligned with the life that you want to create. We believe financial planning should be personal, collaborative, and transparent. Our commitment is simple: provide honest guidance, thoughtful planning, and advice that’s always centered on what’s most important to you.

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Financial Planning Comes First

Many firms focus primarily on managing investments. While investment management is an important part of what we do, it’s only one piece of a larger financial picture. We believe every financial decision is connected and impacts another. We take the time to understand how all the pieces fit together so we can identify opportunities, avoid potential conflicts, and create a plan where each area is working together toward your goals.

We Take the Time to Get It Right

We don’t believe meaningful financial planning fits neatly into a 1-hour meeting. Some plans come together quickly. Others require multiple conversations as we uncover opportunities, answer questions, and refine recommendations. We invest the time necessary to build a plan that’s thoughtful, personalized, and designed around your unique circumstances.

Life Doesn’t Always Happen During Business Hours

When important financial decisions arise, we strive to be responsive and available. Our clients have direct access to us and can reach out whenever questions come up, knowing they'll receive timely, thoughtful guidance.

Advice That Meets You Where You Are

Financial planning should fit your life — not the other way around. Whether you prefer meeting in our office, at your home, virtually, or another convenient location, we are committed to making the planning process as comfortable and accessible as possible.

Our Core Values

At North Shore Wealth Partners, we believe trust is earned through actions not words. We treat every client relationship with the same care and attention we would give our own family. Honesty, integrity, and transparency guide every recommendation we make and every relationship we build.

Our Mission

Our purpose is to use financial planning as a vehicle to improve people’s lives. We believe financial planning is a powerful tool, which helps individuals, families, and businesses achieve what matters most and build a future they can be proud of.

Our Vision

We aspire to become one of our clients’ most valuable assets—not because of what we manage, but because of the guidance, clarity, and confidence we provide. We are committed to building a firm that is known, not only for exceptional financial planning, but for the trust we earn, the lives we impact, and the legacy we help create in our community.

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The People Behind the Plan

We believe the best financial planning starts with relationships. Before we have the opportunity to get to know you, we'd love for you to get to know us. Learn more about our team, our story, and the purpose that behind the work we do.

David Branham

Managing Partner

Jack Schumacher

Managing Partner

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Let's Start The Conversation

Whether you're just getting started or looking for a second opinion, we're here to listen. Lets have a conversation about where you are today, where you want to go, and if we're the right team to help you get there.

Let's Connect

WHO WE AREA Plan Built Around Your Life — Not Just Your Assets

Our StoryWhy We Started North Shore Wealth Partners

What Makes Us Different