North Star Wealth Management

Overview

North Star Wealth Management is a small independent registered investment advisor focused on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm manages discretionary portfolios with a preference for pooled public strategies—largely mutual funds—and supplements client portfolios with third‑party real estate exposures where appropriate. North Star charges clients a percentage of assets under management and operates as a hands‑on advisory practice rather than a multi‑state institutional consultant or dedicated capital allocator. Investment activity centers on constructing diversified, discretionary portfolios tailored to individual client objectives. The firm is not positioned as an ESG specialist and does not market pension consulting services. Typical engagements combine ongoing portfolio oversight with comprehensive financial planning and cash‑flow driven decisions for high‑net‑worth households and small business owners.

Assets & Accounts

Investments & Alternatives

Location & Offices