A complete list of active advisors currently associated with The Northstar Group, Inc.

Warmer can help you find a great advisor at The Northstar Group, Inc. or one who fits your needs even better.

The Northstar Group, Inc. provides discretionary portfolio management and financial planning to a mix of individual clients (including high‑net‑worth individuals), trusts, pension and profit‑sharing plans, and corporate entities. It also offers limited financial consulting engagements on a flat or hourly basis and prepares portfolio recommendations that can address non‑securities matters such as real estate decisions and intergenerational gifting strategies. The firm bases recommendations on client-specific information — including financial status, age, occupation, objectives, and risk tolerance — and states it adapts portfolios when client circumstances or market conditions change. Investment decisions draw on extensive electronic and published research (company filings, newsletters, news services), and the firm provides detailed quarterly reports upon request to show portfolio composition and benchmark comparisons. Distinctive features include managing roughly $1.01 billion of discretionary assets with a four‑adviser team and longstanding operational ties to a broker–dealer and custodian network: the firm’s principals are registered representatives of Osaic Wealth, Inc., asset‑based fee clients are generally required to custody accounts at Osaic (or Charles Schwab with Osaic’s consent), and the firm frequently recommends Pershing as custodian. The brochure also discloses that some representatives are licensed insurance agents, that a principal holds a small indirect ownership stake in the broker‑dealer’s parent company, and that the firm charges a specified consulting rate (noted as $500 per hour) for certain advisory consultations.

To learn more about the advisors currently working at The Northstar Group, Inc., 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.