top of page
PEOPLE ON DOCK SMALL.jpg

WHO WE SERVE

OUR CLIENTS

 

Who we serve is critical. 

 

Our pledge is to provide highly attentive and accommodating financial services to families and businesses alike. We regard the current wealth generation as our primary focus, but also future generations, including the needs of children, uncles, aunts, nieces, and nephews, to develop a comprehensive financial plan. This approach is crucial to our long-term planning cycle. 

 

To achieve this goal, we use cutting-edge software, specifically Black Diamond by SSN&C. It is our core client-facing performance reporting system that seamlessly connects the accounts across all custodians under our control into a single point of access, entirely customizable for our client's needs. 

 

If you want to see a demo of Black Diamond and experience the client interface, feel free to contact us.

Address

1156 Bowman Road, #200

Mt Pleasant, SC 29464

Phone

Email

Connect

  • Twitter
  • YouTube
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • Facebook
  • LinkedIn

OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

bottom of page