Our Services
North Star Wealth Advisor provides comprehensive financial services including investment management, financial planning, and wealth management services.
Our Services
Investment Management
Our investment management service is designed to help manage your portfolio based on your financial objectives and risk tolerance.
Financial Planning
We offer personalized financial planning services to help you develop a plan for your financial future.
Wealth Management
Our wealth management services provide a comprehensive approach to managing your assets with a focus on building generational wealth.
Retirement Planning
We provide retirement planning services designed to help you prepare for your retirement years.
Consulting Services
Personal Financial Advocate Program
North Star Wealth Advisor offers financial consulting and investment management services. We focus on financial planning and consulting before providing financial and investment advice.
Our Personal Financial Advocate program is a fee-for-service program that does not require clients to utilize our investment services or purchase any investment products.
The program is designed to:
• Simplify your financial life
• Provide year-round financial consulting services
• Offer guidance in the financial marketplace based on your unique situation
• Utilize technology to coordinate your financial resources
• Provide 24/7 access to your plan and accounts via secure online portal
• Help identify, clarify and prioritize your financial goals
Planning Services
Retirement Planning Process
This service provides a planning process to help with retirement preparation. The process includes:
1. Data and fact gathering – Understanding your complete financial information
2. Planning session – Discussing retirement goals and priorities
3. Analysis review – Reviewing retirement projections and discussing recommendations
4. Implementation – Moving forward with recommended actions
5. Periodic reviews – Monitoring progress and making adjustments as needed
This service includes:
• A comprehensive financial management plan based on your retirement goals
• One year of access to planning services
• Access to our secure online Wealth Center portal
• Periodic review sessions
Investment Management
We offer investment management services designed to adapt to various economic and market conditions. Our approach focuses on flexibility across the capital markets.
We provide financial and investment advice after reviewing a client’s financial situation, investment goals, and risk tolerance.
Investment Approach
Our investment approach is based on research and analysis at multiple levels, including economic conditions, market trends, and individual investor needs.
We offer various portfolio types:
• Growth-focused portfolios
• Income-oriented portfolios
• Tax-aware investment strategies
• Diversified investment approaches
About the Wealth Center
Our Wealth Center provides you with secure access to your Personal Financial Website. This online portal allows you to view your financial information at any time from any device with an internet connection.
Schedule a Consultation
Contact North Star Wealth Advisor to learn more about our services. Our team is available to discuss your financial planning and investment management needs.