Our Firm

Northstar Wealth Management LLC

Advisors at Northstar Wealth Management, LLC are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you find the answers to questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Advisors offer financial products and services tailored to your individual needs. Whether a traditional commission based account or a managed fee based account is right for you, advisors at Northstar Wealth Management, LLC are committed to you for the long term.

True Independence

In a profession based on objective advice, true independence offers many choices intended to benefit you, the client.  Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Associates at Northstar Wealth Management, LLC conduct investment business through Cambridge Investment Research, Inc., an independent broker-dealer.  Cambridge is a privately-controlled broker-dealer serving hundreds of thousands of clients across the United States.  Their core values align with ours, and embody how we choose to interact with clients:

  • Integrity - honesty, fairness, and ethics are the foundation of our culture
  • Commitment - making a difference to our community through quality, excellence, and service
  • Flexibility - offering solutions based on being open-minded, resourceful, and committed to a mutual win-win.
  • Kindness - in all things, consideration and compassion with a human touch guide our decisions.

For more information about Cambridge Investment Research, Inc., please visit their website.