North Star Strategic Wealth Partners
Navigating Your Financial Voyage
Where is your map taking you?
Hiking without a map is dangerous; retiring without one can be as well.
What's under the surface of your 401k?
401k and 403b plans are a major source of retirement assets. Is yours the very best if can be?
We create financial strategies tailored to your goals
How do we plan for a whole life? At North Star we work with individuals and businesses, to create financial strategies for each unique goal. North Star's mission is to create an environment where our clients have easy access to time tested financial strategies and personalized planning services.
We understand that the quest for a comfortable retirement has never been more challenging. Americans are living longer, healthcare costs are rising, and pension plans are disappearing. North Star focuses on helping our clients reach their goals by guiding them though our comprehensive planning process.
At North Star we partner with businesses helping design and maintain group retirement plans. Our process and status as co-fiduciary services helps give our clients the retirement plans they need while working to limit their administrative obligations.
Chief Executive Officer