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…
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.
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.
PRESIDENT AND CO-FOUNDER
Bob Van Wetter
CO-FOUNDER, COO AND CCO
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.
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.”
Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.