We work with individuals and families to help them build portfolios to support their lifestyles. For our clients who are saving for retirement, we have an investment strategy focused on accumulating wealth. For those living off their money, we have a portfolio designed to provide distributions.
Northstar is led by a team that understands the risk and return parameters of the financial markets and can offer prudent and careful guidance. Read our bios to learn more about our credentials.
Northstar’s principals are often sought out for their investment advice by leading media outlets as well as some of Denver’s largest non-profit institutions. Review our insight and community contributions.
By Charlie Farrell
June 6, 2019 —”But the greater risk to your nest egg, says Charlie Farrell, chief executive officer of Northstar Investment Advisors in Denver, is the possibility that you could be one of the unlucky ones, a person who needs, say, five years or more of care—and whose spouse needs a long period of care, as well.”
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Many people who are preparing for retirement ask us if they should pay off their mortgage. In an ideal world, you should pay off your mortgage. But not everyone’s finances are ideal. If that’s your situation, then there are times when it may not make sense to pay off the mortgage. Here’s a look at…
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We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio
