P: (888) 886-7737
F: (860) 561-1906
P: (888) 886-7737
F: (860) 561-1906
Please click the audio link below for a replay of Michael Sheldon, CFA – Chief Investment Officer | Northstar Wealth Partners, most recent market commentary on Bloomberg Radio.
The current mergers and acquisitions climate may be tepid, but there’s been significant activity in the financial and professional services industries being driven by aging Baby Boomers and accountants and financial planners ready to join the retirement ranks.
It’s creating a situation where many financial firms are expanding by buying out competitors. Yet, there is a sense organic growth still is important and possible if smaller companies seize opportunities created when larger businesses merge.
Carl Johnson, managing partner of West Hartford’s BlumShapiro, said his accounting firm expanded recently using both mergers and organic growth.
Last month, the company acquired a suburban Boston firm, Friedman, Suvalle & Salomon PC of Newton, Mass., growing its New England footprint and adding 24 new staffers including four partners.Visit Site
Conference Hosts Elite Gathering of Nation’s Pre-eminent Female Financial Advisors and Industry Decision Makers
Northstar Wealth Partners (NSWP), a respected wealth management firm headquartered in West Hartford area, announced today one of their Partners, Romaine Macomb CFP, AIF recently attended the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Breakers, December 4-6 in Palm Beach, FL.
The Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 3, 2013 issue, were in attendance to lead summit sessions, along with 400 additional women who operate at an elite level of performance setting the benchmark of excellence in the financial advisement industry. The annual Top 100 ranking is the basis for the Top Advisor’s Summit and advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices.
SAN DIEGO, Calif., Oct 10, 2013 (GLOBE NEWSWIRE via COMTEX) — via PRWEB – LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. LPLA , today announced that Romaine A. Macomb and Theresa V. Donatelli, two veteran independent financial advisors, have joined independent advisor group office Northstar Wealth Partners (NSWP). As of August 7, 2013, Ms. Macomb and Ms. Donatelli collectively oversaw nearly $800 million in advisory, brokerage and retirement plan assets. Ms. Macomb and Ms. Donatelli will be joined by Ellie Kasimir, who will continue to serve as their Retirement Plan Coordinator.Visit Site
Northstar Wealth Partners volunteers with Habitat for Humanity Northstar Wealth Partners (NSWP), a respected wealth management firm headquartered in West Hartford, Connecticut, announced today that thirteen of their employees joined with other volunteers in the community to share their time and expertise to assist Habitat for Humanity in completing a […]Read More
Northstar Wealth Partners (NSWP), a respected wealth management firm headquartered in West Hartford, Connecticut, announced today that employees from their West Hartford, Connecticut office recently volunteered their time to sort and inspect food at Foodshare in Bloomfield, Connecticut. Foodshare, is Central Connecticut’s regional food bank and acts as the liaison […]Read More
On Sept. 21, every kindergartner and first grader at Simpson-Waverly Classical Magnet School in Hartford will go home with a signed copy of “Roxy’s Forever Home,” a children’s book benefiting dog rescue. As part of an author visit by Farmington writer and Hartford Courant columnist Teresa Pelham, West Hartford-based Northstar […]Read More
The Northstar Wealth Partners Celebrity Mini Golf Tournament will take place on the Northstar Nine in the Fan Zone. With emcee Renee DeNino, on-air personalities from the local and national media and special guests are invited to compete for a chance to win a total of […]Read More