How We Serve You
Our Services
Dividend-Centered Investment Management
Targeting cash-generative companies which we deem to have the potential to create a growing stream of income
Financial Planning
Lays the groundwork for desired investment outcomes and strategy development, readjusted as goals/situations change
Additional Services for Business Owners
Wealth Management Hub
“Quarterback” for your wealth management team (estate planning attorneys, CPAs, insurance agents, etc.), allowing for a seamless experience to free up your time to focus on your business
Read our latest blog posts about the benefits of this service
Holistic Portfolio Support
Norwich team has extensive experience evaluating individual business, public equities, fixed income, and select private markets opportunities including real estate and private equity. Let us take the time-consuming due-diligence process off your plate.
Exit Planning
Our team has supported more than a dozen sell-side transactions to date. Norwich has a well-developed view of what is required to prep your business for eventual sale, how to achieve the highest possible price, and how to structure the transaction favorably
Generational Wealth Planning
Empower your financial legacy with our comprehensive generational planning services, strategically designed to optimize wealth transfer and ensure a secure financial future for you and your loved ones.
