The confidence of having An experienced guide In pursuing your goals

A Focus on Financial Wellness

At North Atlantic Investment Partners, we strive to be a financial wellness resource for organizations and individuals, helping people understand the big picture and how investing fits into a comprehensive financial plan. Whether you’re a C-suite executive, an entrepreneur or a retiree, our experienced professionals can help you navigate the complexities of wealth. From retirement income planning to corporate retirement plans services, we ensure all the details are addressed through a disciplined process.

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Corporate Executive Services

Corporate Retirement Plans

Retirement Income Planning

Estate Planning

Our Services

We specialize in serving corporate executives and corporate retirement plans, offering guidance for financial well-being and in-depth support for plan sponsors.

Our Approach

Professionalism is in our nature. We’ve earned a number of industry designations, gaining comprehensive knowledge we put to work in serving clients.

Our Process

Our financial planning begins with a thoughtful conversation that informs a deep understanding of your distinct needs.

A Team of Professionals

Jason Tholander
Jason Tholander, MSFS, CFP®, MPAS®, CEBS®, CRPS®, CPFA, AEP®
Managing Member, North Atlantic Investment Partners, LLC. Branch Manager, RJFS
Stephen Hollingsworth
Stephen Hollingsworth, AIF®
Senior Financial Advisor, RJFS President, Adele Financial Services
Paul Kapur
Paul Kapur, MBA, CFP®, APMA®, CRPC®
Financial Advisor, RJFS Director of Financial Planning, North Atlantic Investment Partners, LLC.
John Doherty Bio Image
John Doherty
Senior Financial Advisor, RJFS Senior Vice President, North Atlantic Investment Partners, LLC
Christopher Szymanski
Christopher Szymanski, CFP®
Financial Advisor, RJFS Partner, KTS Financial Group
Matthew Lane
Matthew Lane
Financial Advisor, RJFS President, Celeriter Capital Management LLC
Samuel Goldberg
Sam Goldberg, CFP®, MBA, CDFA®
Managing Director, Kruegold Asset Management Financial Advisor, RJFS
Jim O'Clair
Founding Director, O’Clair Wealth Management Financial Advisor, RJFS
Scott Wheeler
Scott Wheeler, CRPC®, APMA®
Financial Advisor, RJFS Vice President, North Atlantic Investment Partners, LLC
Aaron Buczek
Aaron Buczek, CFP®
Vice President, North Atlantic Investment Partners Financial Advisor, RJFS
beau gaudreau
Beau Gaudreau
Financial Advisor, RJFS
Richard Goldman
Richard B. Goldman
Vice President, North Atlantic Investment Partners, LLC. Financial Advisor, RJFS
Jeff McGuinness Bio Image
Jeff McGuinness
Financial Advisor, RJFS Vice President, North Atlantic Investment Partners, LLC
Mike Kulesza Bio Headshot
Michael Kulesza
Financial Advisor, RJFS Partner, North Atlantic Investment Partners, LLC
Ryan Schott
Ryan Schott
Junior Partner, North Atlantic Investment Partners, LLC. Financial Advisor, Raymond James Financial Services
Jacquelin Medeiros
Jacquelin Medeiros
Client Service Manager North Atlantic Investment Partners, LLC
Anni McGuinness Bio Image
Anni McGuinness
Branch Associate, RJFS
Julie Bishop
Sr. Client Services Manager
Sean Tully Bio Image
Sean Tully
Client Service Associate
Robert Reilly
Robert Reilly, CIMA®
Branch Professional
Thomas Fitzpatrick Bio Image
Thomas L. Fitzpatrick IV, MBA
Investment Advisor Representative, RJFS
brian goguen
Brian Goguen, MBA, MST, CPA*, CFP®
Investment Advisor Representative, RJFS
Our philosophy toward investment management is inspired by the story of a crane standing vigilant. Perched on one leg, the crane held a stone in its other claw that would fall and alert the flock as a fail-safe. Through this disciplined system, the flock’s safety was preserved.

Information & insight

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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How active and passive funds work differently

Explore how these two investment types compare.
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Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

A Trusting Partner Standing Sentry

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

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