Capital Preservation

Capital Preservation

Preserving capital for our clients can be an important goal.  Often they wish to create a legacy for their family, charity, religious institution or university. Making sure that the wealth they have created can be maintained and not eroded by inflation can be difficult.  North Star helps our clients by designing strategies to help our clients pursue their goals.


We offer assistance with:


  • Estate Planing Strategies
  • Trusts*
  • Certificates of Deposit
  • Treasury Bonds
  • Government Securities
  • Structured notes
  • Life Insurance
  • Annuities


*  LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial.

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