North Shore Wealth Partners, while primarily recognized as a financial consulting firm under the Raymond James umbrella, also provides valuable services within the social services industry—particularly in areas that support financial literacy, generational planning, and charitable giving for families and nonprofits. The firm distinguishes itself by offering strategic wealth planning that aligns with philanthropic goals, helping clients contribute to causes that benefit their communities. By focusing on intergenerational wealth transfer, North Shore Wealth Partners ensures that family legacies are preserved and socially impactful giving is maximized.

Their team includes advisors who are experienced in supporting clients with charitable trust strategies, donor-advised funds, and socially responsible investment options. Deeply committed to community engagement, the organization frequently partners with local nonprofit organizations and sponsors initiatives that promote financial education across underrepresented populations. This socially conscious approach allows clients not only to grow their wealth but also to create meaningful change in their communities. As part of the larger Raymond James network, they bring robust resources and a collaborative ethos to all social service engagements.

Key Services:

– Charitable giving and philanthropic planning
– Establishment and management of donor-advised funds
– Socially responsible investment strategies
– Multigenerational legacy and estate planning with a community focus
– Financial literacy support and educational initiatives in local communities
– Strategic partnerships with nonprofit organizations for long-term impact