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Building Portfolios to Last a Lifetime

Independent Expertise, Individualized Attention

Northstar approaches the investment management business differently.

We put our clients’ interests first, providing prompt personal service, in-house technical expertise and a transparent fee structure that ties our success to yours.

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Who We Serve

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.

Income-Focused Investment Advice

We focus on investing in businesses that provide us with cash flow, which helps increase the probability of building both wealth and income in our client portfolios.

Meet Our Team

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.

Fred Taylor

PRESIDENT AND CO-FOUNDER

Bob Van Wetter

CO-FOUNDER, COO AND CCO

Charlie Farrell

CEO

News & Leadership

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.

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How to Have the Inheritance Talk With Older Parents

By Charlie Farrell

Sept. 6, 2019 —”Still, as we have mentioned many times in this column, the best investment plans are those that allow you to sleep soundly at night. With that in mind, “if a single account really bothers an investor, there is nothing wrong with having another account at a large custodian,” said Charlie Farrell, CEO of Northstar Investment Advisors. “It’s just a little more of a hassle.”

Northstar Insights

Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.

Northstar President Fred Taylor Honored as Finalist for Invest in Others Lifetime Achievement Award

Congratulations to Northstar President and Co-Founder Fred Taylor, who was one of three finalists for the 2019 Invest in Others Lifetime Achievement Award. The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. Fred was honored at a recent awards dinner in Boston…

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Next Steps

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Call (303) 832-2300

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Find out if Northstar is a good fit for you.

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Meet the Team

Learn more about investment approach from our partners and how we work with clients.

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We’ll Take It From There

We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio