Saving Solutions

There are a variety of saving plans which can be tailored to your needs, including:
Tax Exempt Savings and
Regular Savings.

Tax Planning

Inheritance tax planning is an important element of your wealth management strategy, as you may have estate taxes  that need to be paid when you file your tax return.

Asset Protection

How would it feel to lose your inheritance to litigation or some other unforeseen cause?  Our comprehensive wealth management approach creates strategies to help protect you.


Northsight Wealth Management is an independent Firm that Specializes in Generational Wealth Transfers.

We are a team of fiduciary wealth managers. Our team’s focus is on helping people with inheritance. Our goal is to make sure that your inheritance is taken care of.  What do you want to do with your inheritance?  Some people want to spend some and save the rest, others want to save all of it so they can use it at a later date.  Understanding what is most important to you, we then develop a clear long-term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in the pursuit of these goals.  Each client we have is unique.




Dow Closes At Record High

One Philosophy

Every single one of our financial advisors receives rigorous training.

All of our planners believe that everyone, rich or not so rich, deserves great financial advice and planning services. No matter which advisor you work with, you can be confident that they’ll put YOUR BEST INTERESTS FIRST and that you are getting the best experience we have to offer.