A couple enjoying time together by the water

Built around the people who care for everyone else

About Us

North Square Capital was created to give medical professionals a clearer, more thoughtful path to building wealth outside medicine.

A life-aligned approach

What Changes When You Have the Right Strategy

A thoughtful real estate strategy is not only about returns. It is about creating more control, flexibility, and clarity around the life you have worked hard to build.
Download Your Guide

Change 01

You stop relying solely on your medical income to build wealth.

Change 02

You have a second engine running in the background, generating passive income while you are focused on patients.

Change 03

You own assets that diversify your portfolio beyond the stock market.

Change 04

You have a clear timeline to financial independence, not a vague plan to retire someday.

Change 05

You take time off, and your income does not stop.

That is the difference a real estate strategy built around your life can make.

Meet The Founder

Rob Natale, AIFA®, Founder of North Square Capital

Rob Natale, AIFA®

Founder, North Square Capital

Where My Commitment Began

Going into eighth grade, I experienced a profound health event that changed the trajectory of my life. It was my first real look at the medical world, and I learned firsthand what it feels like to rely on the people who show up every day to care for others.

That experience never left me. With family members in medicine, that connection runs even deeper. I admire the extraordinary work medical professionals do: the sacrifices, dedication, and patients-first mentality. It is work I could never do, but I am deeply committed to supporting.

The “Good Old Boys Club” of Finance

I spent over a decade in financial services, including five years at Columbia Threadneedle Investments, partnering with advisory teams at Morgan Stanley, UBS, Merrill Lynch, and Wells Fargo.

From that vantage point, I saw an industry that often operated like a good old boys club. The best strategies were kept for a select few, and client interests frequently came second to corporate agendas. This model, focused on commissions and generic advice, was not designed to address the unique challenges medical professionals face, such as high taxes and limited time.

A Higher Standard for Real Estate

I founded North Square Capital to provide a different path. I wanted to take the complex world of real estate investing and put it inside a fiduciary framework.

I hold the Accredited Investment Fiduciary Analyst designation, an advanced-level fiduciary credential built on the AIF designation. It reflects a deep commitment to fiduciary standards, meaning recommendations are built around your goals rather than commissions or conflicts of interest.

Our Mission

You have spent your career putting patients first. I built North Square Capital to provide that same level of dedication to you and your financial future.

Historic North Square in Boston's North End

From North Square to North Square Capital: The Inspiration Behind Our Name

North Square is one of the oldest public squares in America, located in Boston's North End and continuously occupied since the 1630s. It represents what real estate investment should be: enduring, stable, and built to last across generations.

Take the next step

Ready To Take Control Of Your Financial Future?

In 30 minutes, we will review your situation and identify which real estate strategies fit your life.

Book Your Financial Health Assessment

No investment opportunities discussed on this call. Just strategies, education, and clarity on what fits your situation.

Not ready to talk?

Download your complimentary guide

Download Your Guide