A complete list of active advisors currently associated with NorthStar Wealth Management LLC
Warmer can help you find a great advisor at NorthStar Wealth Management LLC or one who fits your needs even better.
NorthStar Wealth Management LLC provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients, including project‑based planning and ongoing supervision of custodial accounts. The firm also offers a selective Comprehensive Financial Leadership service that coordinates planning, tax, estate and insurance specialists to address more complex client needs. The firm uses a blend of fundamental and technical analysis along with modern portfolio theory to construct long‑term, risk‑aligned portfolios and manages client accounts on a discretionary basis. Clients complete a risk questionnaire and receive periodic reviews — asset management clients at least annually and Comprehensive Financial Leadership clients on a more frequent schedule — with implementation and ongoing supervision handled by the firm. What distinguishes the firm from many peers is the invitation‑only Comprehensive Financial Leadership program delivered through an advisor‑selected deliverables team of subject‑matter professionals that report to the firm and are coordinated as an ongoing, advance‑fee engagement for affluent clients. NorthStar also recommends a specific qualified custodian and generally does not participate in wrap fee programs or charge performance‑based fees, and it leaves proxy voting to clients rather than voting securities on their behalf.
To learn more about the advisors currently working at NorthStar Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chesterfield, VA
| 14
|
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