Northstar Portfolio Investments

At OneNorthStar, we believe that your dreams should take center stage. We are a financial planning firm that combines deep market insights with your objectives to provide you with a tailored financial strategy. We are committed to helping you achieve your financial goals and ensure that your money works as hard as you have.

Our value to you is built on four key principles: trusted, sensible, tailored, and approachable. We believe that your money should always work as hard as you have, and that you should decide what you want out of it. Our strategic counsel is designed to provide answers to life's many questions. We aim to make the stress of watching the market disappear, and because the journey is always more powerful when we make it together.

Who We Serve

We serve women corporate executives, families, and individuals who are looking for a personalized approach to their financial planning. Our clients are our priority, and we strive to provide them with the best possible service and advice.

Services

Our services include portfolio management, investment management, retirement planning, financial planning, post-retirement plans, legacy creation, and tax efficiency. We understand that every client is unique and has different financial goals and objectives. Therefore, we offer customized services that cater to each client's needs.

Portfolio management involves the process of selecting and managing an investment portfolio. It is designed to meet the investment objectives and risk tolerance of the client. Our investment management services include wealth management, custody, and financial planning. We have a simple fee structure based on a percentage of assets managed, and it is billed quarterly or monthly, in arrears.

Retirement planning is a crucial part of our services. We help our clients plan for their retirement by creating a personalized retirement plan that suits their needs and goals. This includes identifying retirement objectives, assessing current financial situation, and developing a strategy to achieve those objectives.

Financial planning is a comprehensive process that involves analyzing your current financial situation and developing a plan to achieve your long-term financial goals. Our financial planning services include cash flow management, investment planning, retirement planning, and estate planning.

Post-retirement plans are designed to ensure that our clients have a comfortable and secure retirement. We help them create a sustainable income stream, manage their investments, and plan for potential long-term care expenses.

Legacy creation is about ensuring that your wealth and values are passed on to the next generation. Our legacy creation services include estate planning, wills, trusts, and philanthropic planning.

Tax efficiency is an essential part of our services. We help our clients minimize their tax liabilities by providing tax planning and preparation services. This includes identifying tax-saving opportunities, preparing tax returns, and representing clients before tax authorities.

Blog

Our blog is a platform where we share our insights and knowledge on various financial topics. We believe that financial education is key to making informed decisions. Our blog posts cover a range of topics including market trends, investment strategies, retirement planning, and more.

Frequently Asked Questions

We understand that our clients may have several questions about our services and approach. Here are some frequently asked questions and their answers:

Do I have to come to your office?

We make meeting as easy and convenient as possible, because you have a busy life. You're welcome to meet with us in our offices in Stamford, CT. We'll also come to your home, office, or wherever it's convenient for you. Our process makes it easy to meet virtually, for e.g., via Zoom or Facetime.

Do we need a certain amount to work with you?

We adore you the way you are, no judgements ever. No filters or minimum balances here. We stand with you for your financial independence.

Do you accept clients outside of CT?

Yes, we have client members spread across the US and we work with them seamlessly using the best tech available. We like to say, 'always a phone call, email or text away' They come in handy for those who do not live in our region but love what we offer.

With reference to fees, how much are your services?

We have one simple fee structure based on a percentage of assets managed. It is billed quarterly or monthly, in arrears. Wealth management, and custody are included - you do pay trade commissions etc. We routinely help clients with financial planning and 401

What does fee-only mean?

OneNorthStar is a fee only advisor, we serve and exist for the benefit of our clients We do not receive commissions or sell products; our costs are transparent, with no hidden charges or agendas. We seek to give you recommendations best for you, because we work for you, not mutual funds or broker dealers.

Contact Us

If you have any questions or need further information, please do not hesitate to contact us. We look forward to helping you achieve your financial goals.