Experience Financial Well-Being
Through Life’s Shifting Waters
At Northstar, we recognize managing wealth through major life transitions creates distinct and deeply personal set of challenges. 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 circumstances and desires for the future. From there, we fill three essential roles. As your thinking partner, we help you clarify your goals and explore every option available to you. As your professional facilitator, we collaborate seamlessly with your legal and financial team to execute your plan with precision. And as your advisor, we deliver the expertise and strategic counsel to safeguard your financial security and build lasting, meaningful wealth — through this chapter and every one that follows.
Are you satisfied with your financial wellness?
Take a Closer Look at What We Offer
Wealth Management Services in New Hampshire and Nationwide
Financial Planning
Gaining clarity, confidence, and control
Questions:
How much do I need?
Is my family protected?
How can I minimize taxes?
How to create a life and legacy plan?
- Sudden Wealth
- Retirement Planning
- Proactive Tax Planning
- Cash Flow Optimization
- Complex Estate Planning
- Legacy & Charitable Planning
- Company Benefits / Stock Plans
- Social Security Maximization
- Risk Management and Insurance
Life Planning
Aligning your money and your life
Questions:
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
Retirement, Widowhood, Divorce, Business Owners, Inheritance, Career Change
Questions:
Am I going to be ok?
What's next?
How do I find support?
What resources do I need?
- Ongoing Support, Resources, and Guidance
- A Comfortable and Safe Space to Experience Change
- Stress-Test Life and Financial Options
- Identify Trade-Offs
- Facilitate decision making
Investment Management
Creating a successful investing experience
Questions:
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
Facilitation
Reclaiming precious time
Questions:
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.
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, gain financial security and freedom, 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.