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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: 

  • Premium access to various investment strategies- including: income, growth, preservation, and more. 

  • Custom insights on the latest market trends 

  • 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. â€‹

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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. 

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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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Speak With A NorthStar 
Wealth Manager Today

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