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Our Services

Our Personal Approach to Wealth Management

Wealth Management at Northstar is personal.  We work one-on-one with you to help you reach your goals and live your best life by aligning what is most important to you with your money decisions.  Our mission is to help you achieve the financial security and freedom you desire for yourself and for your family. 

Our premier Wealth Management service integrates all aspects of your financial life empowering you to make informed financial decisions that support your goals today and in the future. This includes coordinating with your other advisors to help you plan for uncertainties and take actions that result in real protection from taxes, inevitable life events, and changing economic conditions while providing consistent personal service and unbiased expert advice. 

When you delegate the logistics of your wealth management needs to Northstar, you can feel confident an experienced team of professionals is giving your financial plan the daily attention it needs.

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The Northstar team is there to support and guide you.  Our advisors monitor your progress, provide advice and regular reviews of your financial matters, keep your financial plan updated, and hold meetings throughout the year to make sure you stay on track. We utilize low cos, tax-efficient portfolio design and income distribution strategies to grow, preserve, and protect your wealth. Our recommendations are determined by the values and priorities that you communicate to us and we view our success based on how well you live your life. 

If this sounds like you, we would love to have a conversation.

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