165 Main Street, Suite 206-A, Medway, MA 02053

Christa@nortonfinancial.com

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Norton Financial Consultants is happy to provide you with the following useful resources to help you get organized as you begin your wealth management process.

ADV Part II/ Fee Table
Privacy Policy
Investment Advisory and Wealth Management Services Summary
NFC Company Brochure

Documents for Review
NFC Cash Flow Worksheet
NFC Data Gathering Workbook (Individual)
NFC Data Gathering Workbook (Couples)

Contact

Office: 508.429.7000

Fax: 508.429.7409

165 Main Street

Suite 206-A

Medway, MA 02053

Christa@nortonfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Norton Financial Consultants 165 Main Street, Suite 206-A, Medway, MA 02053 | 759 SW Federal Highway, Suite 201-G, Stuart, FL 34994 | P 508.429.7000 | F 508.429.7409

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning offered through Norton Financial Consultants are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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Form CRS: Client Relationship Summary

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