OUR DIFFERENCE

Many financial management firms use investment models derived from historical data. They apply detailed statistical analysis to the past. North Star Wealth Investors uses forward looking tools to identify emerging opportunities and make tactical choices for each client. Markets that have performed well in the past may no longer be the place for growth. North Star Wealth Investors seeks to stay ahead of the curve, assessing global opportunities for favorable risk-adjusted returns appropriate for each portfolio and set of objectives. While many institutions expect client strategies to conform to one of their existing models, North Star Wealth Investors’ clients can expect a collaborative and fresh approach to planning income, growth, and tax strategies that reflect both the market’s current performance and its future potential.

North Star Wealth Investors employs one of the strongest research engines in the business to drive our strategic planning and counseling. Our advisors are affiliated with LPL Financial, one of the leading financial services companies and a publicly traded company on the NASDAQ under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products nor engage in investment banking activities. This means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. We are able to rely on the firm’s tools and resources to meet our clients’ needs. For more information about LPL Financial, visit www.lpl.com. With its size and commitment to professional excellence, LPL provides:

The norm for many of the familiar names in the investment arena is to offer mutual funds, structured notes, and other investment banking products tied to their own institutions. North Star Wealth Investors is able to invest with any provider that meets our due diligence standards. Our allegiance is strictly to our client. You are our priority and we offer recommendations that integrate a broad scope of investments to help meet your needs.