Building Life With A Fresh Start
Helping Guide Recently Separated Individuals & Families
How Does Divorce & Family Separation Affect Your Wealth?
Divorce is more common than most people realize. In the United States, roughly 50% of marriages end in divorce, and many individuals find themselves rebuilding financially at a stage of life they never anticipated.
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Building (or rebuilding) wealth after divorce goes far beyond simply contributing to a retirement account. It requires a thoughtful, intentional strategy that accounts for asset division, updated income needs, tax implications, estate plan changes, and long-term security.
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With decades of combined expertise, we provide access to a broad range of investment opportunities—including equities and fixed-income strategies—designed to support balanced, risk-aware portfolios tailored to your new chapter. Through our proprietary, open-architecture approach, we customize each strategy to align with your personal objectives, whether that means rebuilding retirement savings, generating reliable income, preserving capital, or pursuing tax-efficient long-term growth.
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Divorce may be common—but navigating it financially doesn’t have to be overwhelming. We’re here to help you move forward with strength, structure, and a plan designed for what comes next.
Things You Might Be Asking
Common Questions:
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Where do I even start? What should I be prioritizing?
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What happens to my retirement account after I get separated?
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Will I have enough money to retire on my own?
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How do I rebuild my savings and investments structured for my future?
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How do I protect myself financially moving forward?
Accounts Tailored
For Your Needs
We'll help you build a dynamic financial portfolio designed to meet your needs and requirements.
What you can expect:
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Premium access to various investment strategies, focused on building and preserving your money- including: income, growth, preservation, and more.
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Custom insights on the latest market trends, so you understand what's happening.
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Assistance in planning for complex needs, including: tax mitigation, hedging, concentration, and post-separation financial planning.
Post-Separation Financial Planning That Works For You.​
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Retirement Services:
We design retirement strategies tailored to your next chapter — whether that means rebuilding after divorce, protecting what you’ve retained, or generating dependable income. Our approach incorporates diversified growth investments, income-producing strategies, and risk-managed solutions built to align with your retirement timeline and independence goals.
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Financial Planning for Key Life Events:
Major life transitions require intentional financial recalibration. From asset division and beneficiary updates to income restructuring and long-term goal planning, we guide clients through pivotal moments with clarity and structure — ensuring each financial decision supports stability and future growth.
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Tax Mitigation:
Preserving wealth means managing tax exposure proactively. We implement tax-aware investment strategies that may include diversified equity positions, fixed-income allocations, and specialized vehicles designed to improve after-tax returns. Every portfolio decision is evaluated through a tax-efficiency lens.
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Rebuilding Savings:
Reestablishing financial momentum is possible with the right structure. We utilize a broad range of investment tools — including publicly traded equities, exchange-traded funds (ETFs), income-focused investments, and alternative strategies — to create balanced, forward-looking portfolios designed to support long-term accumulation and capital appreciation.
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Financial Protection:
Risk management is essential when rebuilding wealth. We incorporate structured strategies such as buffered ETFs, fixed-income solutions, and select alternative investments to help manage downside exposure while maintaining growth potential. Our goal is to create portfolios that are resilient, diversified, and aligned with your personal risk tolerance.
And so much more...
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Unlock your future today by connecting with a NorthStar wealth advisor.
Things You Should Consider...
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Is your existing investment portfolio meeting your expectations for growth, preservation, and income?
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Are you interested in investment opportunities that can help mitigate risk while working towards meeting your financial goals?
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What are you doing to mange the tax implications of your current investment portfolio?​
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