Sep 18, 2021
There are many financial planners out there in the world today, but it is important to select the right one for you. This week, we sit down with Margo Cook, who is a partner at 1 North Wealth Services in Annapolis.
The firm is an active management firm, which as the name suggests, they actively manage investments and not passively place them in a fund to check on in a few months. Margo grew up in Annapolis and knows the area and its residents very well. While she handles most aspects of financial planning, she tends to specialize in the unique financial needs of women who are undergoing a change in their lifestyle--divorce, widowed, etc. And also social investing where a client will invest in companies that align with their particular social interests.
Have a listen!
LINKS:
- 1 North Wealth Services (Website)