The best returns are more than financial

Mission

Our mission is to fully understand our clients’ life goals, values and dreams, and help them achieve those goals through comprehensive wealth planning and investment management.

Vision

We desire to earn the right to be our clients’ first choice by putting their needs above our own, taking the time to fully understand their needs, and committing to help them reach their objectives by providing professional solutions and building long-term trusted relationships.

Values

We believe that successful wealth planning is a deeply personal, long-term and evolving process that involves a strong trusted relationship, a deep knowledge of financial techniques and the diligence and commitment to implement, maintain and adjust the plan over time.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Contact us today

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

North Star Wealth Management team picture

Learn more about the North Star Wealth Management Group.

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more
Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Read more
Disclosures

Mike Winn is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. California Insurance License # 0G39252.

Zachary George is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI. California Insurance License # 0L33740.

Read additional advisor disclosures.