NorthStar Wealth Advisors,
LLC is
a fee-only investment advisor located in Houston, Texas. This structure
allows us to be objective when providing you with our advice and coaching,
while also ensuring that our interests are aligned with yours. We offer
a host of financial planning and investment management services, but what
we ultimately offer is an investor coaching experience unlike any other,
resulting in the following benefits:
Avoidance of common investor mistakes and pitfalls based upon emotion,
typically leading to poor investment returns and experiences- A portfolio that is designed to maximize your return for the level of risk you have chosen to assume.
- Implementation of a purposeful and diligent investment philosophy and discipline
- Elimination of speculation, gambling, chance, or luck from your investment portfolio
- Periodic refinements to your financial and life plan due to changes in circumstances and/or life transitions
- A greater understanding of the investment process through education
- Achieve greater peace of mind and reduce feelings of fear and anxiety from your investment portfolio(s).
- A sense of organization, control, and accomplishment surrounding your financial and life goals
- Being understood, listened to, and cared for as a member of the NorthStar family
Our coaching and investment management services are a big first step in realizing these benefits. These benefits are also realized, in part, because of our access to institutional mutual funds that ordinarily would not be available to most investors. Additionally, our investment philosophy and process is grounded upon Nobel Prize winning academic studies. We will happily educate you about our process and show you that there is no need to settle for lackluster investment performance, if that has been your past experience. Even if you’ve had a positive investing experience, it frequently is possible, and beneficial, to construct a portfolio with lower fees and reduced risk. We find that most investors are not aware of the many costs associated with maintaining their portfolio and, too often, are undertaking more risk than they otherwise should.
We strive to build life-long relationships with our clients, established through the development of mutual respect and trust. Our passion for coaching, dedication to clients, and attention to detail results in excellence and a client experience that is enjoyable and rewarding.
Additionally, we conduct weekly investor workshops free of charge. More information may be found by following this link. Please contact us to confirm your attendance and we look forward to seeing you there!
To schedule a complimentary consultation, you may call us at any time at 281-657-3362. We look forward to the opportunity to listen to your concerns, learn about you, and how we may be able to guide and coach you to your financial future! We would be honored and privileged to welcome your family into ours!
“The most important matter is how the planner is compensated. Hire
the planner who...has no financial stake in (your) investments.”
-
Forbes
“If you have more than $50,000 to invest, you should fire your
broker and find an investment advisor. Brokerage firms would like you
to think they perform the same functions as investments advisors.”
- Arthur Levitt - Former SEC Chairman
“Financial Planners who take commissions
have a built-in conflict of interest...even with disclosure, my choice
would be a fee-only planner.”
- Newsweek - Jane Bryant Quinn