FOR IMMEDIATE RELEASE
For more information please contact
Brandon J. Marinelli, Managing Partner
November 12, 2015– West Hartford, CT
Proven Connecticut Financial Management Team Joins Northstar Wealth Partners
Northstar Wealth Partners (NSWP), a respected financial and wealth management firm headquartered in West Hartford Connecticut, announced today the further expansion of their enterprise with the addition of a premier financial advisory team known throughout the state of Connecticut for their financial planning and wealth management capabilities. Leonel F. Calderon, MBA and Matthew Fortney, MBA are partners who run an established financial and investment management practice that has been in operation for over twenty-five years. Their demonstrated financial advisement capabilities and growing asset base will immediately contribute to Northstar’s already impressive assets under management.
Northstar Wealth Partners was recognized by the Hartford Business Journal and MetroHartford Alliance as a Business Champions Award Winner in the category of revenue growth. Business Champions recognizes the Hartford Region’s fastest growing private companies that have experienced phenomenal revenue, job growth, workforce development and sustainability.* With the addition of this charismatic team, Northstar will be adding to their growing office in Shelton, Connecticut where they will be housed.
Together Calderon and Fortney boast over forty-years of financial and client service experience, but individually they also offer a depth of knowledge that is significant to help on their clients’ behalf. Leonel Calderon has over twenty-five years of experience specializing in full-service financial planning and investment management. He was previously affiliated with Barnum Financial Group, as was his partner and thus their collective transition represents a continuity of service for their clients with the improved access to technology, intellectual capital and scale that Northstar provides. Matthew Fortney has spent the past fifteen years in the financial services industry affiliated with Barnum Financial Group. The duo will continue to practice with the direct support of their Client Service Associate, Martha Accardi.
The addition of this team to the Northstar family further demonstrates the firm’s commitment to being the independent financial services firm of choice
for elite advisors who call Connecticut home.
Brandon Marinelli, Managing Partner of Northstar had this to say about their new Wealth Advisors, “Leonel and Matthew bring a diverse and meaningful financial partnership to the Northstar team that differentiates them from others in our industry. Their progressive thinking and forethought about the future needs of their clients have allowed them to form a partnership that will stand the test of time. Expanding our Northstar ranks in West Hartford with seasoned Veterans is a great benefit to our firm and we look forward to their collective future on our team. “
About Northstar Wealth Partners
Northstar Wealth Partners is a full-service, wealth management firm located in West Hartford, Connecticut. They currently employ nineteen Partners, and five, full-time staff members, all who serve the financial needs of small business owners, senior executives, experienced professional, retirees and successful families. The firm provides retirement, investment, business succession, estate, charitable giving, and financial planning advice, strategies and product options to their growing clientele. All advisors are accepting new clients, and complimentary consultations are available by appointment.