Who We Help

North Star Wealth Management has a passion to help people identify and understand their needs, wants and wishes through Life Wealth Planning. We focus on people with significant wealth who are looking for solutions that are not currently being offered through traditional financial planning. We assist people who have the desire to utilize our life planning guidance and are motivated to execute the Life Wealth Plan. We seek clients who trust and believe in us and are willing to allow us to develop a deeper understand of their Life Wealth Plan. This understanding is the only way we can implement a plan that is consistent with their life goals. We refer to these clients as ‘Triple A’ – Assets, Attitude and Advocate.