top of page

Frequently Asked Questions

Have Questions? 

We Have Answers! 

Select Something Specific, or Explore Our Full FAQ Library Below!

Frequently 
Asked 
Questions

I'm looking to invest, but I don't know where to start. What should I do? 

We’re here to help you determine which approach is best suited for you. That process begins with understanding your current financial situation, identifying your specific needs and objectives, and guiding you through the solutions available to help you achieve your goals.

 

Click here to schedule a meeting today! 

What does NorthStar Capital Do?

NorthStar Capital provides comprehensive wealth management and investment advisory services. We design and manage investment portfolios, provide retirement planning, tax-aware investment strategies, estate coordination, and ongoing financial guidance tailored to your long-term goals.

What types of accounts does NorthStar manage?

We manage a wide range of accounts, including: 

  • Retirement Accounts 

  • Individual & Joint Brokerage Accounts 

  • Trust Accounts

  • Business & Entity Accounts 

  • College Savings & Key Life-Event Accounts

  • ​And much more... If you have further questions regarding the types of accounts we manage, feel free to contact us! 

​

bottom of page