Don’t just leave a legacy. Build one.

Let Us Introduce Ourselves

NBC Securities is a full-service, independent broker/dealer and registered investment advisor that provides investment services to retail and institutional clients. We offer financial advice and solutions through a diverse menu of investment products and services.

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Let's Talk About What's Next

The actions we take and the decisions we make today will have an indelible impact on the lives of the people we love and those we leave behind. Do you believe that? Let us help you plan for what’s next. Request an appointment with one of our trusted advisors today.

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The Team

Meet our legacy builders.

NBC Securities and our independent brokers partner with clients to strategize, establish, and grow more than lasting wealth; we help build legacies. Our trusted and established industry leaders are augmented by additional team members who, like us, are focused on clients first.

MORE TEAM MEMBERS

Matthew Senicola

Managing Partner, Northshore Wealth Management Group

Email (516) 576-8886
northshorewmg.com

Edward Wells

Managing Partner, Northshore Wealth Management Group

Email (516) 576-8886
northshorewmg.com

Joseph DiSanza

Managing Partner, Northshore Wealth Management Group

Email (516) 576-8886
northshorewmg.com

Marcello Lattuca

Managing Partner, Northshore Wealth Management Group

Email (516) 576-8886
northshorewmg.com

Our Process

Our mission is to help your legacy thrive.

Our process is quite simple: We start by getting to know you, your family, your hopes and goals for the future; and then, we get to work making those things happen. Period.

Philosophy

“Building Strategies for Your Financial Future.

We started North Shore Wealth Management Group with a clear vision, and that was to assist families in all stages of life transform their financial dreams into reality. Staying on track for the future means defining what is possible and implementing solutions to put you on the right path.

We feel that everyone deserves sound advice and exceptional service.”

Financial strategy

While many people find the prospect of financial planning scary, it doesn’t have to be. We believe our process is simple yet robust. We partner with you to build and monitor a plan to help put you on a path to achieving your financial goals. This is where we come in; we can build and manage your financial plans to help ensure you stay on track.

Focus

Understanding your financial objectives
Developing strategies
Implementing customized solutions
Providing timely, ongoing service

Why NBC Securities

Our financial consultants average over 20 years of industry experience.

NBC Securities is an employee-owned advisory firm committed to building relationships as we build wealth and help our clients achieve their financial goals.

We’re not just financial advisors. We’re legacy builders.

Our goal is to provide a remarkable experience for the people we serve, so that the legacies of our families, friends, and neighbors are enabled and empowered to reach their full potential.

Realizing potential is the difference between making an impact and making a difference. Being a legacy builder means developing true relationships and creating meaningful connections that extend beyond a handshake or a year-end report. We genuinely care for the lives we touch and the lives they touch, every day.

When asked “Why NBC Securities?” all we have to do is look to our people. Each team member at NBC Securities shares the same goal: to help our clients reach theirs. It’s as simple as that. Contact us today to see how NBC Securities can better prepare you and your loved ones for what’s next, now!

Let us help you plan for what’s next. Speak with an advisor.

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Capabilities

Partnering with NBC Securities allows clients access to some of the most experienced and respected money managers in the country.

Our independent advisors are trained to assess a client’s goals and objectives first — to gain the knowledge necessary to provide advice, counsel, and recommendations from a wide choice of investment alternatives.