Count on NorthStar to be a constant bright source on your retirement journey

Explore ways to live and give beyond what you ever thought was possible.

Our Mission

At NorthStar Wealth Management, we are committed to providing excellence in everything we do.

Our goal is to exceed your expectations at all times by honoring you with a paramount degree of customer service.

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Experience & Skill

When you choose to partner with NorthStar Wealth Management, you benefit from accessing a team of experts who assist in delivering the very best comprehensive advice.

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Independence & Objectivity

As an independent financial services firm, we solely represent our clients and their needs and interests, rather than any specific company’s. Our independence and objectivity allow us to help provide you with personalized planning, asset allocation and overall financial wellbeing.

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Genuine Care & Support

One of our most distinguishing traits is how much we care about our clients. We love them like family. Whether you call our office or visit with us in person, you will speak with someone who is knowledgeable, generous with their time and genuinely happy to hear from you.

Retirement Summit

The Retirement Summit

You need gear and a guide, but what else? Download this guide to discover what four retirement-related questions you should answer today, and where to turn for financial planning guidance.

Our Services

Comprehensive Retirement Services

Retirement Income & Distribution Strategies

Maximizing Social Security Benefits

Minimizing Taxation


Helping Secure & Protect Assets

Long-Term Care Options

Estate Planning

Join Us!

Attend one of our financial workshops and learn more about retirement income strategies, wealth management and more!

Tuesday, April 4
Taxes and Retirement
11:30 am | Willow Fork Country Club
Wednesday, May 17
6 Estate Planning Must Haves
11:30 am | Weston Lakes Country Club
Wednesday, June 21
Taxes and Retirement
11:30 am | Weston Lakes Country Club
Wednesday, July 19
Medicare – Time Sensitive Decisions You Need to Know!
11:30 am | Weston Lakes Country Club
Wednesday, August 23
Maximize Your Social Security
11:30 am | Weston Lakes Country Club
Wednesday, September 20
Retirement Mistakes You Will Regret Forever: “Falling For Too-Good-To- Be-True Offers/Scams”
11:30 am | Weston Lakes Country Club

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with NorthStar Wealth Management Inc. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Your Journey

Schedule a Meeting