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Local Business Spotlight: 1 North Wealth Services

| September 18, 2021, 12:00 PM

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, actively manages investments and does not passively just place them in a fund to check on every 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!

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Category: Businesses, LIFE IN THE AREA, Local News, NEWS, Podcast, Post To FB

About the Author - John Frenaye

John is the publisher and editor of Eye On Annapolis. As a resident and business owner in Anne Arundel County for nearly 25 years, he realized that there was something missing in terms of community news–and Eye On Annapolis was born in late spring 2009.

John’s background is in the travel industry as a business owner, industry speaker, and travel writer. In terms of blogging and social media, he cut his teeth with MSNBC.com.

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