Many of the families we serve through Lighthouse, Generations, and Legacy Homes eventually reach a point where they begin thinking about the financial side of their future. Once the immediate responsibilities of a life transition have been addressed, the next question often becomes: How should we invest and manage our wealth going forward? Our Northstar service was designed to help answer that question by providing clear guidance and steady direction as you make important decisions about your finances and investments. Below are videos about Northstar as well as an investor survey to help you determine if Northstar is a good fit for your needs.

Once a financial plan has been created, the next step is deciding how your money should actually be invested. Through our Northstar service, we help families select an investment strategy that aligns with their financial goals, their timeline for using their money, and their personal comfort with market fluctuations. In the video below, we provide a brief overview of the investment strategies commonly used by our clients and explain how we help determine which approach may be most appropriate for each household.

Learn about the beliefs that guide how we approach investing, including how we think about risk, market uncertainty, and portfolio diversification. Understanding this philosophy can help you decide whether our approach to financial planning and investment management is the right fit for your family’s long-term goals.

Providing thoughtful investment advice often requires more than just one professional. Through our Northstar service, we work alongside several established organizations within the financial services industry to help manage and safeguard our clients’ investments. Each partner plays a specific role—from holding and trading the investments, to providing access to a wide range of investment strategies, to helping ensure that our office follows all regulatory requirements. In the video below, we explain how our partners help to support the investment experience we provide to our clients.

Just as the Northstar offers steady direction, our pricing is designed to be clear, consistent, and transparent. Northstar is an ongoing advisory relationship, and our annual fee is based on a percentage of the assets we manage on your behalf - with lower percentage rates applied as your assets grow. This structure aligns our interests with yours and reflects the continued planning, investment oversight, and guidance we provide throughout the year. Watch this video to learn more about the fees commonly associated with our Northstar advisory service.

Choosing how to manage your investments is not simply a financial decision—it is a personal one. Our Northstar Investor Survey is designed to help you thoughtfully consider whether our approach aligns with how you prefer to make decisions, navigate risk, and work with an advisor over time. It takes only a few minutes to complete, and your responses will help you determine whether Northstar is a natural fit for your needs. If it is, the next step is a conversation where we can learn more about your goals and begin exploring a path forward together. Click on the image below to take our survey.