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Northstar Wealth Management

We manage, preserve and grow your wealth by partnering you at each stage of your financial journey. At Northstar we invest in you, by understanding your individual needs, crafting a bespoke plan that adapts to your changing circumstances while achieving your objectives of long-term capital growth.

Our Services

INVESTMENT SERVICES (Financial Planning and Retirement)

We invest time in understanding your short and long-term goals.  We then create a bespoke plan for you, that will help you achieve these goals. Having a proper financial plan in place, allows you to see the bigger picture of where you are now, where you plan to be in the future, and the process in getting there.

Having this peace of mind is invaluable.

ESTATE PLANNING

We understand that estate planning can be a complex and emotional process. It’s essential to ensure that your hard-earned assets are passed on to your successors in the most efficient manner. Inheritance tax concerns can significantly impact the value of your estate left to your loved ones. At Northstar, we help you navigate these challenges by developing a personalized estate plan that minimizes tax liabilities and aligns with your goals. Together, we can create a strategy that preserves your wealth and secures a lasting legacy for future generations.

TRUSTS

Setting up trusts is a crucial step in protecting and preserving your assets while ensuring your wealth is distributed according to your specific wishes. We specialize in helping you establish and manage trusts that align with your financial goals. Trusts provide a robust framework for safeguarding your assets from creditors and legal challenges, while also offering significant tax benefits. Additionally, they allow you to customize and control how your wealth is distributed, ensuring that your legacy is maintained and your beneficiaries are supported in the manner you intend. Our expertise ensures that your trusts are strategically designed to meet your unique needs, providing peace of mind and financial security for you and your loved ones.

WILLS

Establishing a will is a critical component of comprehensive wealth management. A well-crafted will ensures that your assets are distributed according to your wishes, providing clarity and direction for your loved ones during a difficult time. By working with us, you can create a detailed and legally sound will that reflects your financial goals and personal values. This not only helps in minimizing potential disputes and legal challenges but also ensures that your legacy is preserved and your beneficiaries are adequately protected. Our expertise ensures that every aspect of your estate is thoughtfully considered, giving you peace of mind and confidence that your wealth will be managed and distributed as you intend.

TAX

As a wealth manager, our goal is to help you navigate the complexities of tax management to ensure your financial plans are as efficient as possible. By thoroughly assessing your tax concerns, we can identify opportunities to minimize your tax liabilities. Together, we will create a tailored strategy that optimizes your financial situation, ensuring you retain more of your wealth and achieve your long-term goals with confidence.

Start your wealth journey with us.