Our branches and teams
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Branch offices
Austin
512.328.5131
Atlanta
470.870.1200
Chicago
Durham
919.908.2471
Houston
832.726.1943
Iowa City
319.800.6287
Madison
608.271.9100
Milwaukee
414.260.5552
Richmond
804.404.2045
San Diego
619.350.8900
Scottsdale
480.712.7285
St. Louis
314.420.1547Teams and affiliates
Some of our advisors and teams choose to establish a co-brand under our North Star umbrella to highlight their unique market or planning process.
Confidere Financial
612.617.6178Ann Wengronowitz and Emily Malecha started working together in 2001 and co-founded Confidere Financial in 2019, Confidere has been championing the independent goals of men and women for over 20 years. We welcome clients of all backgrounds, providing them with a tailored strategy designed to help them maximize their financial potential.
EB Captial Management
608.271.9100E|B Capital Management empowers successful individuals, families, and business owners to invest and preserve your financial assets. Josh Evenson and Matt Bellin are focused on you and prioritize your goals to help you visualize your full financial picture and organize your assets, instilling a sense of confidence, now and in the future.
Jacobs Financial
320.217.6006The mission of Jacobs Financial, a family-owned financial services firm, is to serve individuals, families, business owners, and professionals like our own, providing financial strategies to help meet their lifetime financial goals. By operating with professional integrity and ideals of service, we establish strong relationships with clients while building a legacy of sound financial practice, together.
Midwest Wealth Advisors
763.428.0066Midwest Wealth Advisors is a client-focused firm working with your best interests in mind. We deliver access to sophisticated portfolio management, personal relationships, and holistic wealth management. We are dedicated to improving the lives of our clients both today and through their retirement.
Moxie Wealth Management
612.617.6123Moxie is a boutique, full-service wealth management team with a mission to better the lives of our clients. Our focus is in helping our clients identify what a life of intention looks like for them, then create a financial plan that helps them achieve it.
The Vitality Group
612.617.6101At The Vitality Group, families, businesses and professionals work with us to help clarify and achieve their goals utilizing a wide variety of financial solutions. These groups often have complex situations that benefit greatly from clear goals and a comprehensive strategy to achieve them. Once your goals are clear, we help you marshal your resources to assist in achieving those goals.
Waypoint Wealth Group
651.370.7474Waypoint Wealth Group believes your financial picture should support the everyday moments as much as the major milestones. That’s why our financial solutions help give you the confidence to focus on the people and experiences you value most.
David Johnson & Scott Augustine Team
612.617.6127We help highly successful people get their entire financial house in perfect order and keep it that way forever.
The Haunty Team
608.271.9100The Haunty Team of advisors and specialists to provide clients at any life stage with a comprehensive advice-based wealth management experience.
The Landt Team
715.410.4608Preparing for and navigating retirement can be complicated. We are here to help guide you towards your financial goals and dreams.
Sports & Entertainment Team
858.688.3047The Sports and Entertainment Group is a team of North Star wealth management advisors dedicated to servicing the unique needs of sports organizations, athletes, and entertainers. They are experienced in working with individuals and have an all-hands-on-deck approach to working with franchises, sports complexes, and organizations.