Tailored financial solutions for tech professionals

A financial strategy designed to your needs

As a tech professional, we offer you financial services to manage stock options, optimize investments, and handle your unique compensation. Our services include comprehensive retirement planning, tax optimization, and student loan planning. We’re here to support your financial success and stability.

Our services we recommend to you

Asset Management

Whether you are just getting started or want to check if you are on track for your goals, our financial professionals and investment specialists are available to you at any stage. Have someone in your corner with the tools and know-how to analyze where your assets stand and how they can be managed.

We work with you to develop a portfolio that—with enough time and patience—helps support your life goals.

Risk Management

Protect yourself and the ones who depend on you against the uncertainties in life.

Our advisors work closely with life insurance, long-term care, disability insurance, and property and casualty specialists to search a variety of carriers and policies. Together we will help you find the appropriate policy based on your income and needs, so you have everything you need to guard against the unexpected. We are here to listen to what matters to you and can help build the safety net and peace of mind you deserve.

Retirement Planning

Gain an understanding of what you want your retirement to look like. Then, we can help you determine what savings or other financial resources you need to achieve your goals and develop a solid distribution plan for your entire retirement. Stay up to date with your accounts with our client access portals and always know how your money is working for you.

We are here for you in every stage of your career

Starting your career

Take advantage of the benefits of getting your financial goals set early in your professional career and let our financial advisors help you implement healthy money habits early on.

We can work with you on any of your student loan repayment, debt management, and savings concerns and help you develop a strategy to manage all of it.

Promotions and job transitions

Life’s milestones often come with new financial needs and goals. We can help manage how new factors in your financial situation will impact your long-term goals and realign your strategy to keep up with you and how you grow.

Don’t let the financial details slip through the cracks while you are pursuing your career ambitions.

Retirement

Take the stress out of pursuing the retirement you’ve worked hard for. We can help do the heavy-lifting when it comes time to set your retirement plan in motion.

Enjoy your accomplishments and retired life with the comfort of knowing your finances are organized and your money is taken care of.

The North Star difference

When you work with us, you benefit from their experience, but you also benefit from the collective knowledge of dozens of financial professionals specializing in work with tech industry professionals and the many specialists and resources present at North Star.

Want to learn more about how we can serve tech industry professionals?

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