Employing our knowledge, experience, and integrity to help improve our clients' financial lives. Our Philosophy We specialize in serving high net worth families, entrepreneurs, and their businesses. Each portfolio we build is custom-tailored to the individual client’s goals, needs, and risk preferences. We believe the popularity of passive index investing has created an unprecedented opportunity for selecting individual stocks as part of a well-diversified portfolio. Our fundamentals-based due diligence focuses on finding high-quality investments trading at attractive valuations. Our Specialties 401k Rollovers, 403b Rollovers, Rollover IRAs, Traditional IRAs, SEP IRAs, Roth IRAs, Beneficiary IRAs, Inherited accounts, Trust Accounts, Taxable Accounts, Brokerage Accounts, Fee-based money management, and more. ***Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Northstar Investment Management, 307 S. Front Street Ste. 107, Marquette, MI 49855, 906-226-6056. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, IN, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, WA, WI, and WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html