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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.

In this service, we offer a pro-active integrated approach to planning for your future and managing your wealth.  That means coordinating with your other advisors and reviewing and recommending those necessary steps that result in real protection from taxes, life events and changing economic conditions. 

We work one-on-one with you to create a customized wealth preservation investment strategy tailored to your financial needs, goals and risk tolerance. Since our selection of investment vehicles is unencumbered by the influence of commissions we can choose from among thousands of options the most appropriate investment vehicles for your goals. In addition, we continually strive to find ways to minimize your investment costs and act as your advocate.

Learn more about the wealth management services offered to our valued clients:


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