Case Study: North Country Wealth Management achieves simple, scalable risk reporting and stronger client engagement with HiddenLevers

HiddenLevers Redefines Simplicity for North Country Wealth

North Country Wealth Management, led by founder Justin Dering, needed a best-in-breed advisory platform after finding Morningstar Advisor Workstation lacked basic functionality and was too complex for regular client use. Introduced to HiddenLevers through his home office, Mutual Advisors, Dering adopted HiddenLevers’ platform—notably its risk tolerance questionnaire and risk profile comparison—to better assess and communicate client risk.

HiddenLevers delivered an intuitive, integrated solution that jumpstarts risk conversations, clearly shows risk/reward tradeoffs, and lets advisors compare current holdings to client objectives; its proposal and reporting tools produce measurable outputs (e.g., potential downside, expected 5‑yr return, performance summaries such as Total Return 14.21% and Annualized Return 20.75%). By replacing hours of manual work with scalable, easy-to-generate reports, HiddenLevers enabled North Country Wealth Management to serve clients more efficiently and grow its client base.

North Country Wealth Management

Justin Dering

Founder