Building Wealth Over Decades
Let's Build Together
What is
Wealth Management?
Building wealth goes beyond making annual contributions to a retirement account—it requires a thoughtful, intentional strategy for your entire financial life.
At NorthStar Capital, our experienced team specializes in helping clients pursue capital appreciation and income beyond traditional retirement accounts. With decades of combined expertise, we provide access to a broad range of investments, including equities and fixed-income securities, designed to support balanced, risk-aware portfolios. Through our proprietary, open-architecture approach, we customize each portfolio to align with individual goals—whether the focus is generating meaningful realized gains or achieving tax-efficient, long-term growth.
Individual & Joint
Brokerage Accounts
We'll help you build a dynamic investment portfolio designed to meet your needs and requirements.
What you can expect:
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Premium access to various investment strategies- including: income, growth, preservation, and more.
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Custom insights on the latest market trends
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Assistance in planning for complex needs, including: tax mitigation, hedging, and concentration.
Investment Options That Work For You:
Equities: Ownership interest in publicly traded companies
Exchange Traded Funds (ETFs): Pooled investment vehicles, designed to invest in broader segments of the market.
Fixed Income: An investment vehicle designed to provide consistent income to your portfolio.
Buffered ETFs and Structured Notes: Unique investment options that can be tailored to the risk-tolerance of an investor's portfolio.
Alternative Investments: Hedge funds, private equity, real estate assets, and beyond. Exposure to a broader range of investment possibilities beyond traditional options.
And so much more...
Unlock your potential today by connecting with a NorthStar wealth manager.
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?
