Your Personal CFO
Consolidate, Simplify & Strengthen your financial life
There are many ways North Star creates value in addressing the unique opportunities affluence presents to individuals, families, businesses and foundations.
Life isn’t one-size-fits all and we believe financial planning should never be either. We worked with a few clients to share their stories about how North Star planned for their exact life events and situations. As your personal CFO, we listen, assess, and present a comprehensive wealth plan, tailored to your exact needs. We collaborate with your team of professional advisors, accountants, attorneys and outside investment managers to simplify your life, giving you and your family peace of mind.
Preparing for Divorce
Suddenly a Widow
Son with Addiction
Why North Star Advisory Group
There’s something more powerful than luck or coincidence to help bring financial independence within reach – planning.
As professionals dedicated to continuing education and a high standard of ethics, we leave nothing to chance. We coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio management, insurance, tax, estate, retirement planning and beyond.
The result is a unique plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions.