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.

Building Portfolios to Last a Lifetime

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.

Work With Us

Northstar requires a $2 million account minimum.

Our Leadership

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.

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.

Road to Retirement: Be Aware of Five Big Challenges to Retiring Early

By Charlie Farrell

June 6, 2021 – “With the stock market and real estate values hitting record highs, some folks are thinking of early retirement. But retiring early comes with challenges. Consider that if a couple retires at 55, there are fairly good odds that one of them will need their retirement nest egg to last close to 40 years.”

Northstar Insights

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

Traditional vs Roth IRAs – They’re Both Great Choices

Bob Van Wetter May 20, 2021

The legislation that allowed the first Individual Retirement Account or IRA was passed in the early 1970s. The two primary goals of the IRA were to give a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan. The law also established a vehicle for preserving the tax-deferred status of qualified plan assets when an employee left a company. This