- Secure Account Access
- Portfolio Vision
- Forms Library
Wealth Management
| We address the needs and concerns of each client by first pointing out to the client that at North Star, we do not begin by analyzing asset allocation issues, potential rates of return on asset classes, or portfolio sales and reinvestment. Rather, we conclude our examination of a client’s goals, objectives, and current estate planning and tax planning strategies, with a comprehensive analysis of asset allocation issues, potential rates of return on asset classes, and portfolio repositioning in light of the previously revised estate and tax planning strategies. We believe that this approach results in a clear definition of issues, goals, and objectives which can then be further refined in conjunction with our client’s tax and legal advisors. |
Trust Services |
| We provide individuals and their families with peace of mind that comes from carefully planned trust services. Our heritage is built on attentive, discrete services and investment and trust administration expertise. |
| Learn More |
Investment Management |
| A history built on excellence in service and investment management. Allow us to put our experience to work for you. |
| Learn More |
Specialty Services |
| Our experience goes beyond investment management, and includes services to help you in many areas. |
| Learn More |
Charitable Gifting |
| One of life’s greatest rewards is the pleasure of giving to a deserving cause. Our experts can help you develop and implement a tax-favorable gifting strategy. |
| Learn More |
