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We help our clients improve their personal, professional, and financial well-being by focusing in the following areas of comprehensive wealth management and planning

Financial Advisor

Life
Planning

We believe money is only a tool. It has no intrinsic power and no meaning on its own. If someone gave you a gold brick today, leaving it in your bottom drawer or safe would change nothing.


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Financial Advisor

Women
& Wealth

Northstar is passionate about serving the unique needs of women. Women today control over 51% of the nation's personal wealth and yet we are still underserved in the financial services industry.


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Financial Advisor

Life
Transitions

A sudden change in your financial situation can be a life altering event. Successfully managing financial transitions is more challenging than you may realize.


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