Wealth management at Northstar is a premier service for ongoing Financial Life Planning and Investment Management. Our mission is to empower you to make informed financial decisions by providing consistent personal service and unbiased expert advice.
A sudden change in your financial situation can be a life altering event. Successfully managing financial transitions is more challenging than you may realize.
In contrast with comprehensive wealth management, financial consulting is our à la carte service, ideal for individuals seeking specific and focused advice on their current and future financial situation.
Just as we help individual investors connect their personal goals and risk tolerances with realistic market returns, Northstar brings our seasoned wealth management experience to business' 401(k) plans.