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What We Do

At Northstar we help you think about, then confidently act upon, your wealth and your life.

Financial Advisor

Wealth
Management

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.


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Financial Advisor

Financial
Transition
Planning

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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Financial Advisor

Financial Consulting

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.


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Financial Advisor

401(k) Plans

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.


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