Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
1 North Wealth Services
Multi family office in Annapolis, United States, founded 2000; focus on real estate.
Identity
- HEADQUARTERS
- Annapolis, United States
- FOUNDED
- 2000
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
Founded in 2000, this multi family office has its headquarters in Annapolis, United States. Its sector focus covers real estate. 3 people are named on its team.
People
- James J. HeffernanManaging Member and Director of Financial Planning · source
- Mark J. HeffernanPartner and Wealth Advisor · source
- Brian J. HeffernanPartner and Wealth Advisor · source
Frequently asked questions
1 North Wealth Services is a multi family office based in Annapolis, the United States, founded in 2000.
1 North Wealth Services does not publicly state whether it puts its own money into companies or invests through funds.
1 North Wealth Services invests in Real Estate & PropTech.
Key people at 1 North Wealth Services include James J. Heffernan (Managing Member and Director of Financial Planning), Mark J. Heffernan (Partner and Wealth Advisor) and Brian J. Heffernan (Partner and Wealth Advisor).