NORTHSTAR WEALTH MANAGEMENT, INC.

Overview

Northstar Wealth Management, Inc. is an independent, owner-operated registered investment adviser that focuses on individuals and families. The firm bills on a percentage-of-assets basis and provides financial planning and portfolio management primarily for individual and small-business clients. It also operates as a registered representative of a broker-dealer and as an insurance broker, which shapes the mix of products it offers and the presence of insurance-based solutions in client plans. The firm’s stated investment preference is equities, and its activity shows a clear tilt toward exchange-traded public securities as the core of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices