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Wealth management for business owners

As a business owner or high-level professional, you work hard to balance the demands of your work with your personal life and family.

With little time left to sift through the details of your finances, we work with you to integrate your business and personal finances. 

Let us help alleviate the burdens of leadership so that you can focus your time on the things that matter most to you. You need a partner with the experience and knowledge to help make financial decisions with clarity and understanding. We can assist you with:

  • Retirement Plans

  • Company Benefits

  • Executive Benefits

  • Stock Plans

  • Holistic Financial Planning

  • Tax Planning

  • Estate and Legacy Planning

  • Collaboration with your Other Advisors

Having Northstar in your corner to act as a guide and partner, coordinating your personal and business life, will help you reap the financial rewards of your hard work.

Sound Like You?

Let us meet with a complimentary Discovery meeting to see if we are the partner you are looking for.

Schedule a Meeting