A better financial planner can make a huge difference in your life. I found North Star Wealth Management a few months ago and I’m happy with their services. Over the course of the period, they have helped me manage my finances in a better and efficient way by listening to my needs and priorities. I am glad to be associated with them and wish the team continued success in the future.

When you are dealing with money you want someone that can offer you quality and unbiased advice. Poor financial planning was hurting my personal life in many unknown ways. I appreciate the assistance provided by the North Star Wealth Management team to help me manage my budget efficiently. Over a period of time, they have helped me grow my investments, resolved complex money matters and helped me achieve my goals.

My search for a good, knowledgeable and efficient investment advisor ended when I came across NorthStar. With the passage of 2018 & 2019, my hard-earned wealth touched its ‘trough’ – that too in my post retirement era. I was almost desparate by the end of 2019 – when through a personal reference put me in touch with Amit Tripathy. Amit – with his sound knowledge of financial markets & well researched insights – was an ideal ‘find’ for me. I shifted my entire asset management responsibility to NorthStar in December 2019.
Amit’s own uncanny ability in the investment advisory space – coupled with the analytical & efficient service capabilities of Naveen – is a rare combination that one was fortunate to have found in NorthStar. I would recommend their services to one and all.

NorthStar Wealth Management are financial advisors to business owners, self-funded retirees, senior executives, charitable organizations etc. It’s nice to have one place to come to, without being too large or institutional, and they empathize with the anxieties that come with investing, and at each meeting manage to reassure the client, so that they leave feeling positive about the future.
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes truly, a good and reliable professional Financial Advisor. Jacob Kurien had all of this and more. His dedication to clients, business excellence, client needs, circumstances and preferences, and education, sets him apart ’’.
What really impressed me was the way Jacob took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and common sense approach. His professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend his services whenever possible