About North Star

THE FIRM YOUR FAMILY CAN TRUST

North Star is an independent wealth management firm preserving your deeply held values in every aspect of financial management.

$11.3 B

ASSETS UNDER ADMINISTRATION

40 +

U.S. OFFICE LOCATIONS

2000 +

HIGH-NET-WORTH CLIENT RELATIONSHIPS

19

COORDINATED SPECIALISTS*

115

YEARS IN SERVICE

1

DEDICATED ADVISOR FOR YOUR FAMILY'S FUTURE

Numbers as of July 2022. A high-net-worth relationship is defined as clients with a liquid net worth of over $1 million of non-qualified money.

*DESIGNATIONS:

Chartered Advisor for Senior Living (CASL®)
Certified Exit Planning Advisor® (CEPA®)
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant® (ChFC®)
Certified Long-Term Care (CLTC®)
Chartered Life Underwriter® (CLU®)
Registered Employee Benefits Consultant® (REBC®)
Registered Health Underwriter® (RHU®)

OUR STORY

Every major endeavor starts with an idea and a few dedicated people.

With roots tracing back to 1908, our story begins with a handful of financial professionals in downtown Minneapolis. Our sole focus was to help people reach financial security, plain and simple.

We quickly recognized that, for our clients to reach their full potential and leave a lasting legacy, they needed a service beyond traditional financial advice. Their wealth management required coordination, expertise, and true financial leadership.

We made the decision to build our resource departments from the ground up to ensure our clients received the care they deserved from professional teams they could trust.

Now, we elevate our clients’ goals beyond what they deemed possible.

This is our legacy.

As one of the oldest independent firms in the country, we have served our clients well from the beginning while evolving for the challenges they face today.

Finseca, 2022.

OUR VALUES

Find confidence and clarity in your wealth management team.

For most affluent families, shared core values and motivators are the cornerstone of a successful wealth transfer. Likewise, you should find the same reverence of values in the professionals you bring into your family finances.

At North Star, a few core values influence every aspect of how we serve and guide our clients:

RESPONSIBILITY

Our tagline Changing Lives, Forever® is a reminder of our responsibility when it comes to finances. Through everything we do, we strive to create healthier, wealthier, and happier lives, and are motivated to work with clients who share this emphasis on giving back through philanthropy and private foundations.

GROWTH

Our specialists and teams expect high performance in themselves and in client experiences. We believe values-based investing should not have to sacrifice returns, and we deliver customized portfolios and investment blocks related to our clients’ goals.

FAITH

We have faith in each other, our independence, and our strategic relationships. We also have faith in you. We believe your voice should be prominent during financial discussions, and our role is to empower and educate you with objective recommendations for your wealth strategies.

GRATITUDE

We recognize that a life of wealth starts with gratitude, holding to the mantra: “If you want to get rich quick, count your blessings.” We are grateful to you for the sacrifices and intentional choices you made to reach your financial status, and we understand the honor we have in joining you to instill these values to the next generation.

INTEGRITY

We provide thoughtful solutions that put the best interest of our clients and their families first, with confidentiality and data security being top concerns. We lead with integrity and remain dedicated to your rights, privacy, and information protection.

SERVICE

We strive to provide an exceptional client experience through personal connection and access to our team of specialists. This commitment does not stop at the head of the household but replicates to provide each member of the family the resources needed to grow, maintain, and transfer wealth. Technology supports our delivery, serving to enhance the connection you have through your financial professional.

Awards are based primarily on criteria relative to leadership, achievement, recruiting, management practices, community service, team unity and education. Sales are not a consideration. There is no fee associated with this award. Companies must be in good standing with the Better Business Bureau for consideration.

The Largest Wealth Management Firms ranking was designated for local banks and financial services firms in the Twin Cities Metro Area, and ranks firms by total assets under administration during the previous fiscal year. For the purposes of this award, assets under administration includes brokerage, investment advisory services and the cash value of life insurance policies.

North Star Resource Group was a firm that was awarded the Torch Award for Marketplace Ethics by the Better Business Bureau of MN & ND in 2020. Companies were evaluated in categories based on number of employees. In order to be eligible for the award, firms must be in business for three years or longer, earn an “A” rating from the BBB, meet financial obligations and not have won the award in the past three years.

North Star Resource Group was named by Inc. as one of the Inc. 5000 Fastest Growing Private Companies in America in 2015. Privately owned companies were ranked based on their revenue growth in the three previous calendar years. This ranking only includes companies that applied and paid a fee. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation OR (if organization & year(s) won named within the piece The Inc. 5000 Fastest Growing Private Companies in America ranking includes privately owned companies which were ranked based on their revenue growth in the three previous calendar years. This ranking only includes companies that applied and paid a fee. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.