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Risk Tolerance

How much risk is
right for you?

A portfolio works best when you can stay in it through a rough market. This short questionnaire helps you understand how you think about risk - a starting point for a conversation about your plan.

Eight questions · about three minutes · your answers stay on this device until you choose to send them.

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Answer all eight questions to reveal your risk profile and a sample allocation.
Your result
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A sample allocation
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Illustrative only. An actual allocation would reflect your full financial picture, not a score alone.

These ranges and the sample allocation are generic illustrations to aid discussion - not projected returns of any North Bay Wealth Management strategy, and not a recommendation.

How this works: your eight answers are scored 1–5 and totaled (8–40). Sample allocations are generic asset-class mixes; they do not name securities and do not reflect any North Bay Wealth Management strategy. Results may vary each time you take the questionnaire and do not account for your full financial picture.

Share your results with us

Send your risk score, profile, and answers to our team, and we will reach out to talk through what they mean for you.

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Thank you - your answers are on their way.

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This questionnaire is an educational tool, not investment advice or a recommendation to buy or sell any security. Sample allocations are illustrative and do not reflect any specific portfolio. A suitable allocation is determined as part of a complete financial plan. Investing involves risk, including possible loss of principal.

Let’s talk through your number.

A risk score is a starting point, not a plan. We’ll put it in the context of your goals, timeline, and everything else you own.