At The Norton Group, we aim to deliver an outstanding client experience, spanning wealth planning and strategy to investment management and counsel. We cultivate a unique perspective - one entirely devoted to securing the best results for those we serve. We're resolutely focused on a client's goals and continually strive to exceed expectations.
We're keenly attuned to what matters most to you - your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.
Our four person team takes pride in serving clients across the Baltimore-Washington corridor and throughout the country. We believe the Wealth Management relationship should start (and continue) with a strategic plan that makes the complexities of financial life easy to understand. We offer many ways to help you live the life you imagine and focus on what matters most to you.
We will assist you with solving the riddles of inflation & taxes; designing portfolio strategies to navigate volatility; and offering industry-leading lending strategies, next-gen planning, and philanthropic gifting.
Our team involves senior Wealth Planners, lending specialists, and trust & estate specialists grouped together with an experienced services staff.
We invite you to visit our team website & reach out to a Norton Group advisor. We look forward to the opportunity to work with you and create a plan specifically for you.
We believe the best financial approach is one that helps you pursue your vision and goals. That's why, from the start, we focus on helping you pursue paths that bring meaning to your years of hard work. We recognize that new opportunities and obstacles will invariably present themselves. That's why we speak with clients regularly, not when the calendar tells us to. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
CFP®, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
