Direction for Today.
Confidence for Generations.
Personal advice that helps drive your legacy forward.
32 North Wealth is a wealth management practice committed to walking alongside a select group of institutions, multi-generational families, and business owners.
Forbes Best-In-State
Wealth Management Teams
2023 – 2026
~$2 Billion Assets Under Management
As of July 2026
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Entrusted by Three
Generations of Families.
Overseeing Your Entire Financial Picture.
Retirement Income Planning.
Income built around what you spend, sequenced with Social Security, pensions, and withdrawals in view.
Investment Management.
Diversified, high-quality portfolios managed with discipline instead of predictions.
Tax-Efficient Planning.
Advice shaped by a partner who practiced as a CPA (not currently practicing), starting with a read of your latest return.
Estate & Legacy Planning Strategy.
Trusts, beneficiaries, and transfers coordinated with your attorney and kept current.
Neither 32 North Wealth nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Personally Partnering with Multigenerational Families
Deeply rooted in east Mississippi with a national footprint serving clients across 23 states.
Pre-Retirees.
Ten years out and wondering if it’s enough. You want a real answer, not a rule of thumb, before you set a date.
Retirees.
Living on what you saved, with a team watching for the loose ends that surface after the paycheck ends.
Business Owners & Professionals.
A business, a practice, a career. We plan for the years you build it and the day you hand it off.
The Next Generation.
Heirs and accumulators. We already know your family’s plan, which makes starting yours easier.
One Team. One Office. Generations of Families.
We’re the same people you already see around town, doing this work for the long term.
Nothing should be left for you to chase.
Signature pages arrive ready. Paperwork is handled before you ask. One client put it best, “that’s my guy, he does everything.”
Tax planning at the table.
Our practice can help analyze tax returns in respect to the plan, a depth of advice to help elevate our services. All planning will be in conjunction with your tax professional.
Relationships that can outlast accounts.
Grandparents, their children, and the grandchildren they planned for. Some families have trusted this team through all three.
Four advisors, one standard.
Every client gets the team, not a single name on a business card.