facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

Northstar's Wealth Management Services

An integrated approach to your money and your life

Experience Financial Well-Being

Through Life’s Shifting Waters

At Northstar, we take a holistic approach to support our clients through every life chapter. We go through a thoughtful process with you to learn about your set of circumstances and your desires for your future. We fill a variety of roles throughout relationship together. As your thinking partner, we help you define your vision and explore your options. As your professional facilitator, we collaborate with your other professionals, including your attorney or accountant, to carry out your plans. And finally, as your advisor, we provide professional and strategic advice to protect your financial security over time.

Take a Closer Look at What We Offer

Northstar’s Premier Wealth Management Service

Financial Planning

Gaining clarity, confidence, and control


Do I have enough?

How much do I need?

Is my family protected?

How can I minimize taxes?

  • Retirement Planning
  • Proactive Tax Planning
  • Cash Flow Optimization
  • Estate Planning
  • Legacy Planning
  • Company Benefits
  • Executive Benefits
  • Stock Plans
  • Social Security Maximization
  • Risk Management and Insurance
  • Long Term Care Planning

Life Planning

Aligning your money and your life


How do I use and share my resources?

Where am I headed and how am I going to get there?

  • Explore Your Life Goals
  • Discuss Your Values and Priorities
  • Identify What Is Most Important
  • Think Through Your Options and Obstacles
  • Inspire You To Live Your Best Life

Life Transitions


Am I going to be ok?

What's next?

  • Retirement, Loss of Spouse, Divorce, Sale of Business, Inheritance, Career Change
  • Provide a Comfortable and Safe Space to Experience Change
  • Help Manage Stress and Emotions
  • Stress-Test Life and Financial Options
  • Identify Trade-Offs
  • Ongoing Support

Investment Management

Creating a successful investing experience


Am I taking too much (or too little) risk?

What are the hidden costs in my investments?

  • Help Manage the Emotions of Investing
  • Disciplined Investment Strategy
  • Target Asset Allocation
  • Portfolio Design Optimization
  • Lost Cost and Low Turnover
  • Tax Minimization
  • Tax Loss Harvesting
  • Roth Conversions 
Learn More About Why we Use Dimensional Fund Advisors


Reclaiming precious time


Could I be managing things better?

  • Collaboration With Your Other Advisors
  • Business Retirement Plan Offerings
  • Implementation Assistance
  • Progress Monitoring
  • Ongoing Education and Support
  • Proactive Empowerment and Engagement
  • Business Retirement Plan Offerings
  • Business Succession Plan Coordination
  • Estate Administration
  • Divorce Administration

Cost of Wealth Management services

Northstar's comprehensive Wealth Management service best addresses the financial needs of those with $1,000,000 or more of investable assets.

The cost to work together is transparent and based on a percentage of assets under management, which is a rough proxy for complexity. Northstar generally offers Wealth Management services for an annual fee that varies between 75 basis points and 125 basis points (0.75%- 1.25%) depending on the amount of assets under our care.
We are happy to provide a customized quote at our complimentary Discovery Meeting.

Schedule a Meeting

Building Life Beyond Your Circumstances

Change is a given in life. Whether small or pivotal, change requires recalibration—emotionally, psychologically and financially. From those who are preparing for retirement to those finding their way after losing a spouse, we are here for you and are committed to being your partner. Through a clear process together, we help you understand the decisions at hand, organize each part of your finances, and ultimately, live a life of meaning as you define it.

Tell Us Your Story

We’d love to learn about where you are now and how we can help you get where you want to be. Simply set up a time to chat with us.