Crafting Financial Success with Expertise and Integrity

In a fast-evolving financial landscape, securing your financial future requires expertise that transcends tradition. Secure your financial journey to success with us and unlock opportunities that transcend the ordinary. 

We've worked with

We are
Northview Wealth

Where your financial aspirations find a dedicated ally. With a blend of expertise and empathy, we’re here to guide you towards prosperity.

Who we are?

Here at Northview Wealth, we’re a team of seasoned experts committed to simplifying the complex world of finance for you. With years of experience and a deep understanding of the market, we’re committed to making finance easy to understand and accessible to all. 

Our Mission

Our mission is clear – we want to empower you to succeed financially. Whether you’re stepping into financial investment, exploring crypto investment potential, or securing your wealth for the future, we’re here to simplify complexities, illuminate your path and to provide straightforward advice and solutions tailored just for you.

Satisfied Clients
0 %+
Accumulated Years of Experience
0 +
Asset Under Management
0 M+

How can we
help you?

We’re here to provide you with expert guidance and personalized solutions.

Financial Planning

Our financial planning services bring clarity to your financial landscape. We create a holistic financial plan that encompasses your short-term and long-term goals, ensuring you have a clear roadmap to achieve financial freedom.

Portfolio Building and Management

Our Portfolio Building and Management service is your key to a well-structured and diversified investment portfolio. It’s more than just picking assets; it’s about aligning your investments with your unique financial goals and risk tolerance. We actively manage your portfolio to seize opportunities and adapt to market shifts.

Investment Planning is where your financial goals meet actionable strategy. Our experts analyze your financial landscape to design a plan that’s both forward-looking and risk-aware. This service maximizes returns while prudently managing risks.

Cryptocurrency Expertise & Solutions

Embrace the future of finance with confidence. Our deep understanding of cryptocurrency and decentralized finance (DeFi) empowers you to harness the potential of digital assets while managing associated risks.

Don't Miss This!

Why Choose Us?

We’re your dedicated partners, blending innovation with integrity, so your financial aspirations can achieve their true potential.

Tailored for You

Your financial journey is unique, and so are our strategies. We personalize portfolio building and management to your dreams and goals.

Holistic Financial Empowerment

Experience the power of integrated wealth management solutions, designed to protect and enhance your assets for generations to come.

Where Trust Meets Expertise

Our unwavering commitment to integrity and professionalism means your financial well-being always comes first.

Insights that Empower

Market dynamics can be daunting, but with our expert insights, you'll navigate them with confidence. We keep you informed, always a step ahead.

What our clients
say about us

Our track record speaks for itself, and our clients’ trust is the cornerstone of our success. 

OUR EXECUTIVES

George Dittman

Chief Investment Officer,
MBA, CFA®, CIPM

James Caldwell

Investment Analyst and Portfolio Manager, CFA®, CAIA®

Richard Baker

Wealth Management Consultant, CWMA®

Featured Insights

A Beginner’s Guide To Mastering the Mysteries of Crypto

Embarking on the journey of cryptocurrency investment can be thrilling yet daunting. In this guide, we distill the....

Investment Trends: Young Investors Prefer Crypto To Stocks

In a seismic shift within the financial landscape, young Americans and Europeans are forging a bold path towards....

My Journey to 900% Returns in 13 Months

Abstract: During the last crypto bull run, we witnessed unprecedented growth in the value of cryptocurrencies, particularly Bitcoin....