Northstar Capital Management is an SEC-registered investment advisor. As a privately-owned family firm, we are committed to understanding and meeting our clients’ distinctive needs and vision for the future.
We match solutions to your financial aspirations, risk tolerance and unique goals through dialogue and engagement with clients. We understand that these needs evolve over time with each lifestyle and stage as well as changing markets.
Our strategies and investment decisions are tax sensitive to your unique tax circumstances and estate planning needs. We customize our approach to preserve and grow clients’ principal to meet income requirements and estate planning needs.
Direct Securities Investments
Our managers have decades of experience in securities analysis, risk management and financial planning - the expertise to structure portfolios using direct investments, not mutual funds or ETFs which could result in layered products and fees.