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Frequently Asked Questions

You Asked, We Answered

1. What is NorthStar Wealth Management's unique approach?

We are not your typical financial advisory firm. Our focus is on clients who are seeking a comprehensive "total wealth" approach. We strive to create out-of-the-box plans that take your wealth to new heights. We're boutique, custom, and deeply passionate about what we do.

2. Are you the right fit for everyone?

No, and that's intentional. We're looking for clients who resonate with our approach and philosophy. Our dedication is to those who are serious about their wealth and are open to innovative strategies.

3. What sets NorthStar apart from other firms?

Our personalized and intimate approach is what truly differentiates us. We build strong relationships with our clients, getting to know their families, dreams, and aspirations. Our expertise extends beyond financial matters; it's about understanding your unique goals.

4. How do you work with clients remotely?

We leverage technology to connect with clients regardless of location. Virtual meetings, secure communication platforms, and online tools allow us to provide the same high level of service as in-person interactions.

5. What services do you offer?

Our services include comprehensive wealth management, tax planning, estate planning, retirement strategies, and more. We specialize in creating customized solutions tailored to each client's specific financial goals.

6. Do you work exclusively with affluent families?

Yes, our services are tailored to affluent families who are looking for a partner that can offer sophisticated and strategic financial guidance to help them achieve their goals.

7. Can you explain your commitment to being a fiduciary?

As a fiduciary, our primary responsibility is to act in your best interests. We are committed to transparency, honesty, and making decisions that align with your financial goals.

8. How can I get started with NorthStar?

Reach out to us through our contact page or give us a call. We'll schedule an initial consultation to discuss your financial situation, goals, and determine if we're the right fit for each other.

9. How do you stay up to date with financial trends and strategies?

Our dedication to continuous learning is unwavering. We stay updated through ongoing education, industry conferences, and collaboration with other financial experts.

10. What should I expect from the initial consultation?

During the initial consultation, we'll get to know you, your financial situation, and your aspirations. We'll discuss how our approach aligns with your needs and determine if moving forward makes sense for both parties.

11. Do you work with other professionals, like attorneys or accountants?

Yes, of course please know that we have all of these certain professionals under one roof, however, if you already have people you love, we will collaborate with your specific professionals, including attorneys, accountants, and insurance experts, to ensure all aspects of your financial plan are integrated seamlessly.

12. What type of ongoing communication can I expect from NorthStar?

We believe in maintaining a strong relationship with our clients. Regular check-ins, progress updates, and adjustments to your financial strategy are all part of our commitment to your success.

Feel free to contact us if you have more questions or if you're interested in learning more about how NorthStar Wealth Management can help guide you toward financial brilliance.



At NorthStar Wealth Management, our Customer Referral Program is designed to acknowledge and appreciate the trust our clients place in us. By adhering to SEC regulations and maintaining the highest standards of transparency, we strive to create a referral program that reflects our commitment to excellence and ethical conduct in all aspects of our operations.



Absolutely, at NorthStar Wealth Management, Inc., we appreciate the opportunity to begin a partnership with new clients. We want to make your experience with us even more rewarding, and that's why we offer special benefits for first-time customers.


Here's what you can look forward to:

Comprehensive Financial Assessment: As a first-time customer, you'll receive a thorough and personalized financial assessment. This assessment will help us understand your financial goals, aspirations, and current situation so that we can create a tailored plan that aligns with your needs.


Complimentary Specialized Consultation: We'll schedule a dedicated consultation session to discuss your financial objectives and any immediate concerns you may have. This one-on-one time allows us to focus on your unique circumstances and address any questions you might have.

Personalized Plan: Your financial journey is unique, and our approach reflects that. As a first-time customer, after you have decided to engage NorthStar, you'll receive a personalized financial plan that outlines clear steps to help you achieve your goals. This plan serves as a roadmap for your financial success.

Transparent Fee Structure: We believe in transparency. As a first-time customer, you'll benefit from a clear and transparent explanation of our fee structure, before you sign anything or engage NorthStar. We want you to understand the value of our services and the associated costs.

Access to Educational Resources: We're committed to empowering our clients with knowledge. As a first-time customer, you'll gain access to our library of educational resources, including articles, guides, and webinars that cover various financial topics.

Initial Progress Review: After implementing your personalized financial plan, we'll conduct an initial progress review with you on a quarterly basis. This review allows us to evaluate your progress, address any adjustments that might be needed, answer any questions you may have and ensure that you're on track to meet your goals.

Ongoing Support: Beyond the initial stages, we're here to provide ongoing support and guidance. As a first-time customer, you'll benefit from our commitment to your financial well-being throughout our partnership.

At NorthStar Wealth Management, Inc., we're dedicated to providing exceptional service and value to our clients, especially those who are embarking on their financial journey with us for the first time.


Our goal is to ensure that you feel confident and empowered as you work towards your financial goals.


Welcome to NorthStar – where your financial path finds its guiding light.



At NorthStar Wealth Management, Inc., your satisfaction is our top priority. If you're ever dissatisfied with our services, here's what you can do:

Open Communication: We value honest feedback. Reach out to us directly with any concerns, and we'll work to address them.

Review Your Plan: If you have financial worries, let us know. We'll ensure your plan aligns with your goals.

Service Adjustment: We'll adapt our services to suit your needs better. Tell us where we can improve, and we'll enhance our approach.

Reassess Your Goals: Your goals change over time; we'll adjust your strategy accordingly.

Evaluate Alternatives: If we can't meet your expectations, explore other firms that may better fit your needs.

Leave on Good Terms: We believe in positive relationships; if you transition, we'll help you depart amicably.

Your satisfaction and financial success matter most. We empower you to make informed decisions. If we fall short, we're here to listen, adapt, and ensure your best experience with NorthStar Wealth Management, Inc.


It's a partnership, and we're dedicated to your success every step of the way.

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