Insights

Diverse Clientele Northstar Wealth Partners caters to a wide range of clients including business owners, executives, retirees, and individual investors, indicating opportunities for tailored financial products and specialized advisory services.

Mid-Size Growth With a revenue range of 10 to 25 million dollars and a team of 11-50 employees, the company is positioned for expansion, suggesting potential for onboarding new clients and increased service offerings.

Comprehensive Services Offering a full suite of financial planning, investment, estate, and insurance services, Northstar presents opportunities to upsell integrated financial solutions to existing and prospective clients.

Technology Utilization While specific technology details are not provided, the company's integration with LPL Financial suggests access to advanced advisory platforms, which could be leveraged to enhance client experience and operational efficiency.

Competitive Positioning Operating in a market with similar firms like Cedarstone Advisors and Prosper Wealth Management, Northstar could benefit from differentiated services such as personalized client care and disciplined financial strategies to attract high-net-worth individuals.

Similar companies to Northstar Wealth Partners

Northstar Wealth Partners Tech Stack

Media & News

Northstar Wealth Partners's Email Address Formats

Northstar Wealth Partners uses at least 1 format(s):
Northstar Wealth Partners Email FormatsExamplePercentage
FLast@nstarwp.comJDoe@nstarwp.com
50%
FLast@nstarwp.comJDoe@nstarwp.com
50%

Frequently Asked Questions

Where is Northstar Wealth Partners's headquarters located?

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Northstar Wealth Partners's main headquarters is located at 433 South Main Street, Suite 322. The company has employees across 2 continents, including North AmericaAsia.

What is Northstar Wealth Partners's phone number?

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You can contact Northstar Wealth Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Northstar Wealth Partners's stock symbol?

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Northstar Wealth Partners is a publicly traded company; the company's stock symbol is N/A.

What is Northstar Wealth Partners's official website and social media links?

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Northstar Wealth Partners's official website is nstarwp.com and has social profiles on LinkedIn.

What is Northstar Wealth Partners's NAICS code?

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Northstar Wealth Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Northstar Wealth Partners have currently?

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As of December 2025, Northstar Wealth Partners has approximately 13 employees across 2 continents, including North AmericaAsia. Key team members include Founding Partner: R. L.Partner/ Wealth Manager: R. M.Executive Director: L. M.. Explore Northstar Wealth Partners's employee directory with LeadIQ.

What industry does Northstar Wealth Partners belong to?

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Northstar Wealth Partners operates in the Financial Services industry.

What is Northstar Wealth Partners's email format?

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Northstar Wealth Partners's email format typically follows the pattern of FLast@nstarwp.com. Find more Northstar Wealth Partners email formats with LeadIQ.

Northstar Wealth Partners

Financial ServicesConnecticut, United States11-50 Employees

Full service wealth management firm.  We support a diverse and varied clientele, from business owners and executives, to retirees and individual investors.  We advise clients on investments, retirement planning, education planning, estate planning, retirements plans, insurance planing, and business planning.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, potential ways on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.


(Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.)

Section iconCompany Overview

Headquarters
433 South Main Street, Suite 322
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Northstar Wealth Partners's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Northstar Wealth Partners's revenue is estimated to be in the range of $10M$25M

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