Value Added Professional Services
Norlyn Advisory Group is committed to providing exceptional service and value to all our clients. To help you achieve your financial goals, we offer:

A streamlined, well-defined process to ensure your plan precisely fits your needs. (See Our Process for more details)

A customized plan to satisfy your unique needs, based on our analysis of your personal circumstances, family situation, lifestyle, objectives and priorities.

A team of industry professionals in a variety of fields dedicated to serving all your financial, insurance, tax, and legal needs. (See Strategic Partner Leadership for more details)

Consolidated financial solutions, making Norlyn your one-stop shop for all your financial needs.

Fee transparency due to our strict policy of clearly defining all financial planning or asset management fees prior to commencing any work on your behalf.

Investment flexibility thanks to Gentree’s continuous exploration of unique investment opportunities that increase long-term performance and reduce portfolio volatility.

Our Process
One of the primary elements that sets Norlyn Advisory Group apart from other financial planners is our holistic approach to your financial plan. With your input, we create a strategic plan that encompasses all your relevant information and life phases to help you achieve your unique set of goals.

At all times, our number one priority is to provide the support and expertise you need to realize greater success and a more secure future for your family for generations to come. Our process involves five crucial steps:

Step One
In our first meeting, we help you identify all the key issues you face. Discovering these important goals, values, priorities, and interests are critical in creating a strategy that’s appropriate for you. This information is then used to develop your investment proposal.

Step Two
In our next meeting, we present our Investment Strategy Proposal (ISP). At this time, we determine your commitment for moving forward and review all remaining steps to put your plan in place.

Step Three
This meeting is dedicated to answering any and all questions you have regarding your ISP, after which the required documentation is presented for your signature.

Step Four
In collaboration with Gentree Asset Management and our strategic partners, and led by our President, Norm Gauthier, we focus on implementing your agreed-upon Investment Strategy.

Step Five
In order to ensure you are on track to achieve your financial goals, we regularly review your plan and its performance. Where appropriate, we will schedule meetings with you to address any changes or issues in your current situation.

Efficient Fee Structure
Management fees are charged on assets under management on a monthly basis. These fees will be reflected on your monthly statement and are tax deductible. This fee arrangement is designed to ensure full disclosure and transparency to our clients.

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