Marc Sack is a Wealth Advisor affiliated with Northstar Wealth Partners.  He became a Wealth Advisor with one goal in mind: “To help clients develop well informed life and financial planning strategies.” His approach is based on a sincere loyalty to his clients’ lives and financial obligations. Marc specializes in the application of modern financial theory and has a keen perspective of today’s evolving financial landscape. He strives to deliver state-of-the-art capabilities, comprehensive platforms and cutting edge strategies to all those he serves.

Marc has worked in the financial services industry for more than 10 years and holds his Series 7 and 63 registrations with LPL Financial, his series 65 with Northstar Wealth Partners, as well as his Life & Health, and Property & Casualty registrations. In 2015, Marc earned one of his greatest professional honors to date, being named by Connecticut Magazine as a 5-Star Wealth Manager*.  Prior to joining NorthStar Wealth Partners, Marc was a Financial Advisor at Smith Barney, where he earned the prestigious “Financial Planning Specialist” designation. Marc also holds a Bachelor of Science degree in Finance.

Marc is a sought after speaker and lecturer. He has spoken throughout the state on various financial topics, giving back through his time and experience. He is a member of “The Knights of Pythias” (philanthropic and civic association). Marc sat on the Board of Directors of the West Hartford Chamber of Commerce, and was a former Director with the Hartford chapter of the National Association of Insurance and Financial Advisors. He lives in West Hartford and is an avid golfer. He also enjoys writing music and playing guitar in his spare time

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial.

 

 

 

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