Personalized Investment Counseling for Generational Wealth
Transform your financial future with expert guidance from a team with over 100 years of combined experience in financial services.
Your wealth journey begins here
We help you navigate financial complexity with clarity and confidence
Years Combined Experience
Strategic Locations
Specialized Services
Comprehensive Wealth Management Services
Our personalized approach addresses your unique financial needs with sophisticated strategies and detailed execution.
Client Portfolio Design
Customized investment strategies tailored to your unique financial goals, risk tolerance, and time horizon.
- Personalized asset allocation
- Risk-adjusted return optimization
- Regular portfolio rebalancing
International Financial Markets
Navigate global investment opportunities with expert guidance on international markets and diversification strategies.
- Global market insights
- Currency risk management
- International tax optimization
Family Wealth Planning
Comprehensive strategies to preserve and grow wealth across generations while addressing complex family dynamics.
- Intergenerational wealth transfer
- Family governance structures
- Education and preparation of heirs
Charitable Giving
Strategic philanthropy solutions that align with your values while optimizing tax benefits and social impact.
- Donor-advised funds
- Charitable trusts
- Impact investment strategies
Foundation Management
Expert oversight and administration of private foundations to ensure compliance, efficiency, and maximum impact.
- Governance and compliance
- Grant-making strategies
- Investment management
Ready to transform your financial future?
Our team of experts is ready to help you achieve your wealth goals with personalized strategies and comprehensive planning.
Schedule Your ConsultationOur Approach to Wealth Management
North Star Wealth Investors is a personalized investment counseling firm dedicated to pursuing clients' goals for wealth. With over 100 years of combined experience in financial services, our team provides expert guidance tailored to your unique financial situation.
We believe in comprehensive planning and detailed execution of strategies that align with your long-term financial objectives. Our personalized approach ensures that every client receives individualized attention and customized solutions.
Our Philosophy
"We embrace opportunities created by the current market climate to help our clients build and preserve wealth for generations to come."
Personalized Strategy
We develop customized investment strategies based on your unique financial goals, risk tolerance, and time horizon.
Comprehensive Planning
We address all aspects of your financial life, from investment management to estate planning and tax optimization.
Detailed Execution
We implement your financial plan with precision and attention to detail, ensuring every aspect is executed effectively.
Ongoing Monitoring
We continuously monitor your portfolio and financial plan, making adjustments as needed to keep you on track toward your goals.
Our Locations
Visit us at one of our convenient locations in Connecticut or New York.
info@nsinvestors.com
Serving clients in Darien, CT, New York, NY, and surrounding areas.
Contact Us
Schedule a consultation or reach out to learn more about how we can help you achieve your financial goals.
Get in Touch
Phone
Connecticut: 203-656-4700
New York: 646-846-8382
info@nsinvestors.com
Locations
19 Old Kings Hwy South, Darien, CT 06820
535 Madison Ave, 12th Floor, New York, NY 10022
Schedule a Consultation
Fill out the form to schedule a personalized consultation with one of our wealth advisors.
Why Choose North Star Wealth Investors?
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Over 100 years of combined experience in financial services
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Personalized investment counseling tailored to your unique needs
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Comprehensive planning and detailed execution of strategies
Schedule Your Consultation
Our Guarantee
We're committed to your satisfaction. If you're not completely satisfied with our initial consultation, we'll refund any consultation fees—no questions asked.