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 - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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 Group team photo

Learn more about the North Star Wealth Management Group.

Bulletin Board

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

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, technical strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Read more
adult daughter talking to senior mother

How to talk to your parents about their estate plan

Mar 25, 2025 | RBC Wealth Management

Conversations about values and wishes for their estate are as important as the planning itself.

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.