There are few firms across the country that are qualified and credentialed to design and manage qualified plans for both for profit and not-for-profit organizations, NorthStar Wealth Partners is proud to be among this esteemed few.

We have an experienced and seasoned team on staff that specializes in meeting the unique and varied needs of employers and institutions looking to maximize the impact and benefit of the qualified plans that have put in place for their valuable employees. We also work with those organizations that are entering the qualified plan arena for the first time, and need to be educated about the myriad of options available to them from both a benefit and leverage point of reference.

Qualified plans and the laws that regulate their operation are complex and ever changing. We serve as your in-house experts providing guidance, education and opportunity with the goal of ensuring you are getting the most out of your plan and its benefits.