
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.
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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:​
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Equities: Ownership interest in publicly traded companies
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Exchange Traded Funds (ETFs): Pooled investment vehicles, designed to invest in broader segments of the market.
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Fixed Income: An investment vehicle designed to provide consistent income to your portfolio.
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Buffered ETFs and Structured Notes: Unique investment options that can be tailored to the risk-tolerance of an investor's portfolio. ​
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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...
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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?​
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