North Star Strategic Wealth

We believe wealth is more than numbers—it’s about security, opportunity, and impact. We guide individuals, families, and businesses through every stage of their financial journey with a personalized, transparent, and strategic approach.

Our team brings diverse expertise, shared values, and a passion for helping clients make informed decisions that align with their goals, whether it’s preserving family legacies, navigating life transitions, or creating meaningful change through responsible investing and philanthropy.

We listen, educate, and collaborate—ensuring you have the confidence, clarity, and support to focus on what truly matters. From financial planning and investment management to estate and legacy strategies, we are committed to being your trusted advisors in building a secure and prosperous future.

Let’s create a plan that works for you—today and for generations to come.