Local Wealth Management Firm Believes in Giving Back 1North Wealth Services, LLC supports local charities

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Jay Middleton and Jim Brennan, Principals of 1 North Wealth Services, LLC, located in the Annapolis Exchange on Jennifer Rd, in Annapolis, MD, recently sponsored two major fundraising Galas in Anne Arundel County.

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We don’t just invest in the success of our clients. We also invest in the success and betterment of our community. Our philanthropic efforts support our mission and make a difference in the community we live and work in.

Jay Middleton and Jim Brennan, Principals of 1 North Wealth Services, located in the Annapolis Exchange on Jennifer Rd, in Annapolis, MD, recently sponsored two major fundraising Galas in Anne Arundel County.

In March, the Hospice of the Chesapeake’s Venetian Ball 2016 raised more than $700,000 to help support the many programs and services provided to patients and families in Anne Arundel and Prince George’s Counties. Jim Brennan and his wife, Rhonda Roberts, donned masks with their gowns and black ties to honor the Italian masquerade theme. 1 North Wealth was a sponsor of the event a the Copper Level and donated a live auction item which raised $4,000

In early April, Jay Middleton and his wife, Linda Lessey, attended Anne Arundel Medical Center’s (AAMC) “Heart of Gold” Gala in Baltimore. This was the 50th anniversary of AAMC’s Foundation gala events. Proceeds from the Gala supported the growing cardiovascular programs at the hospital as they continue to meet the needs of its patients every day. 1 North Wealth was a sponsor of the event.

According to Jim Brennan, Principal at 1North, “We don’t just invest in the success of our clients. We also invest in the success and betterment of our community. Our philanthropic efforts support our mission and make a difference in the community we live and work in. In fact, this is why we helped found the Financial Education Foundation.” (fefaa.org)

“Community Involvement is a major objective for our team. For more than 30 years, we have contributed volunteer hours and company dollars to many different non-profit organizations in our community. At 1 North, we make it a priority to contribute to charitable programs and events,” noted Jay Middleton, Principal of 1 North.

In addition to these organizations, 1 North is a proud sponsor of the Annapolis Symphony Orchestra, Financial Education Foundation (FEF), Partners in Care and Anne Arundel Women Giving Together (AAWGT)

About 1North Wealth Services

1 North Wealth Services is an investment advisory firm offering fee only financial planning and investment advice. The firm has worked with individuals, families and business owners seeking to achieve their financial goals and visions in the Annapolis area and along the East Coast for over 30 years. For more information about the firm, please visit http://www.1northwealthservices.com

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Lisa Seborowski
@1NWServices
since: 01/2016
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