How We Help
North Star Wealth Management works closely with clients through a customized discovery process wherein we learn YOUR needs, YOUR wants and YOUR wishes. Through an extensive partnership process, we discover what is most important to YOU; YOUR core values, dreams, goals, concerns. We then create dynamic strategies and solutions specific to YOUR life.
Dynamic Investment
Life is ever changing, your investment strategies and solutions should also. The custom-tailored investment strategies we design for you will dynamically change to adapt to your life changes.
Risk Assessment
Risk management is a critical component to investing. North Star Wealth Management prepares a Risk Profile and Investment Policy Statement that guides the investment framework in your portfolio.
Estate Planning
As wealth passes onto generations, it is important to ensure that your Estate Planning is established and up to date. North Star Wealth Management works closely with you to review your current trust documents and provides input to establish a new Trust.
Income Tax Advice
North Star Wealth Management will work with your tax professional to manage investment tax implications, including: investment tax efficiency, capital gains, tax harvesting, Roth IRA contributions and conversions, and much more.
Gift Planning
Gift planning strategies allow you to transfer your wealth to your family. North Star Wealth Management will work with you to determine efficient ways to gift wealth to your children, grandchildren, or other family members.
Philanthropy
If the desire to promote and contribute to good causes is a life goal of yours, North Star Wealth Management will assist you with structuring ways to make charitable donations during and after your life.