Northstar Wealth Partners, LLC

Chart your course with advisors who care deeply about helping your work towards your vision of success. At Northstar Wealth Partners, we act as the journeymen who help to guide our clients on their chosen path, whatever life has in store. In the end, we form a bond with our clients that goes well beyond the strategies we develop and help to implement. Our clients and their families become part of our story and our path to maintain a prudent, client-focused organization that operates with honesty, integrity and the belief that everyone has the ability to define their own success. Our Philosophy It’s simple for a Financial Professional to tell you what you want to hear, it’s much harder to be the voice of reason in a sea of ambiguity. Financial independence is not ambiguous, but the items that contribute to achieving it can be. From wealth accumulation to holistic risk management, life is filled with unknowns. Our realistic core helps our clients remain true to themselves while supporting their financial mobility. Those we serve know who they are, and what’s important to them in their lives. Although their priorities vary, some remain steadfast. It is our shared commitment with our clients that allows them to sustain a course for financial success, no matter what challenges arise. We believe the power of reality makes our clients and their situations sound and sustainable. Our Services Wealth Management Financial Planning Retirement Planning Qualified Plan Design & Mgmt. Succession Planning Risk Management Benefits Planning

Address: 78 Bill Hill Road Old Lyme, CT 06371, USA

Phone: +1 888 886 7737
FAX: +1 860 434 5126