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North Star Consultants of Texas – Houston
612.617.6192The North Star Houston team was established to offer white glove financial planning for small business owners, independent contractors, and high-income individuals.

North Star Consultants – Baltimore / Washington D.C.
443.475.0718While money can often be an uneasy topic, the team at North Star Consultants – Baltimore / Washington D.C. provides high-touch of personalized service so you can feel confident and comfortable in your financial decisions.

Preparing for and navigating retirement can be complicated. We are here to help guide you towards your financial goals and dreams.

Waypoint Wealth Group
Waypoint 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.