We recently expanded Northstar’s Client Service Team to include our new staff members, Lexi Schmidt and Luis Perez. We introduced both Lexi and Luis to clients at our Client Appreciation Event in June but thought it might be nice to provide a bit more background on each of them and how they are helping Northstar…
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
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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