Guiding Investors. Navigating Markets. Decades of Experience.

The North Star Family of Financial Services is dedicated to guiding you and your family’s financial decisions. At North Star, our philosophy is to create investment strategies, financial and benefit plans as well as family office services that reflect your particular needs and goals. Our clients benefit from personal attention and knowledgeable advice from staff that will help you navigate today’s complex global financial markets.

as of  March 31, 2023

North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.

The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.