
Comprehensive Holistic Approach
Crafting Solutions that Innovate. Create. Elevate.

Custom Investment Management Portfolios:
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Craft personalized investment portfolios aligned with clients' financial goals and risk tolerance.
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Continuously monitor and adjust portfolios to adapt to changing market conditions.
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Provide detailed investment strategies to help clients achieve their long-term financial objectives.
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Collaborate closely with clients to ensure their investment preferences are incorporated.

Tax Planning and Preparation Services:
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Offer "out of the box" strategic planning to minimize tax liabilities while maximizing available deductions and credits.
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Provide year-round tax guidance to help clients make informed financial decisions.
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Offer insights into tax-efficient investment strategies to enhance after-tax returns.
Estate Planning Assistance:
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Collaborate with clients and their legal professionals to create tailored estate plans.
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Assist clients with their preferred attorney in the creation of wills, trusts, and other legal documents to protect clients' legacies.
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Provide insights into minimizing estate taxes and facilitating smooth wealth transfer.
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Ensure that clients' wishes are preserved and their loved ones are financially secure.
Custom Planning Services
Crafting financial solutions that shine through every stage of life.
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Retirement Income Planning :
We embrace a philosophy that retirement is not merely an endpoint, but a dynamic journey requiring thoughtful, ongoing strategy. We believe that a successful retirement is built on a foundation of personalized planning, disciplined risk management, and proactive adaptation to life’s evolving needs.
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Personalized Strategies: We develop retirement income strategies tailored to sustain your lifestyle throughout your retirement years, ensuring that your financial resources work for you.
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Optimizing Income Sources: Our expert guidance helps you maximize pension benefits and optimize additional income sources, creating robust and diversified income streams.
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Long-Term Care Planning: We provide comprehensive advice on long-term care planning, incorporating asset protection trusts and tailored insurance solutions to secure your future.
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Holistic Financial Protection: We ensure your financial plan comprehensively addresses potential healthcare costs in retirement, safeguarding your legacy and quality of life.
At NorthStar, our retirement income planning philosophy drives us to deliver a holistic, forward-thinking approach that empowers you to confidently navigate your retirement journey and secure a bright financial future.

Medicare & Long-Term Care Planning
We offer comprehensive Medicare solutions designed to help you navigate Medicare options and select the coverage that best fits your needs. Our dedicated team empowers you to make informed healthcare decisions that ensure robust protection while minimizing costs. In addition to advising on Medicare, we provide valuable insights into supplemental healthcare policies and long-term care options. We continuously review your healthcare plans to ensure they remain aligned with your evolving needs.

Social Security Planning and Filing Strategies
As part of our holistic approach, we are proud to hold the NSSA (National Social Security Advisor) designation. Our team thoroughly analyzes your Social Security options to determine the optimal claiming strategy for maximum benefits. We provide expert guidance on the best time to begin claiming Social Security, ensuring that your long-term financial well-being is maximized. Additionally, we offer valuable insights on spousal and survivor benefits to help you make informed decisions that safeguard your family's future.
CHART YOUR COURSE: YOUR VOYAGE TO FINANCIAL SUCCESS
Welcome to NorthStar Wealth Management, Inc., where we have the privilege of being your trusted guide on a remarkable journey towards financial success. Prepare to set sail on an exciting expedition we call “Chart Your Course,” meticulously designed to empower you as the captain of your own financial story during your first year with us.
As you embark on this voyage, we extend our unwavering support to guide you through every step of the onboarding experience. We understand that navigating the financial landscape can be complex, which is why our team is committed to walking alongside you throughout the entire process.
From the moment you join our NorthStar family, you’ll receive personalized attention and care.

The moment you join our NorthStar Family...
Our experts will be at your side. You will never be alone on this journey; we are here to listen, educate, and provide the guidance you need to make informed decisions.
During the onboarding process, we focus on understanding your unique financial goals, dreams, and aspirations. Our team will collaborate with you to complete a comprehensive financial plan tailored to your needs. We’re dedicated to ensuring that each step is clear and demystified, offering transparency in all aspects of your financial journey.
Whether you’re developing an investment strategy, planning for retirement, optimizing taxes, or safeguarding your assets, we’ll be there every step of the way. Our professionals will walk you through each decision and its potential impact, empowering you to choose confidently.
Chart Your Course
“Chart Your Course” is more than just a phrase—it’s our promise to guide you through both calm waters and turbulent seas. We’re committed to your success and go above and beyond to offer the personalized attention you deserve.
