NorthStar

Providing clear direction for your financial plan.

Build. Maintain. Grow.

Forward Thinking

Based on your values and needs, we help you design your future. We work together with you, planning ahead, regularly reviewing your plan and current life situation, and adjusting the plan as needed.

Leading Technology

We work together with our clients (using cutting-edge technology) to provide easy-to-understand recommendations.

Clear Communication

We strive to clearly communicate with our clients. Personal contact. Straight talk. Transparent fees.

FIDUCIARY.

NorthStar is an independent financial advisory firm. We put your interests first, not ours.

We combine excellent service with down-to-earth conversations.

With over 25 years of experience, James Broom has experienced extreme bear and bull markets. He worked with multiple generations within extended families for 20+ years. James has transitioned the business into a fee only model that squarely puts NorthStar on the client's side of table. Our fees are transparent, our advice is customized, and your best interest is our focus!

James Broom

Portfolio Manager/ Principal

jAMES.BROOM@NWM.FINANCIAL

Portfolio Manager, Principal

“For over 25 years I have been helping clients plan, save, and reach their retirement goals. Many have become close personal friends. My goal is to work for them the way I’d like someone to work for my family – straight-up and fair.”

James Broom has been in the financial advisory business since 1997. He established an independent financial firm in 2002. Business owners, wealthy families, and executives are among those using James' services to help them navigate retirement.

In addition to duties as Portfolio Manager, James is the managing Principal at NorthStar.

James' educational background includes a Bachelor of Arts in Bible, a Master of Arts in Pastoral Studies from Bob Jones University, and a Doctorate of Sacred Ministry from Northland International University. Staying active is a priority for James--he has completed 11 marathons.

Nathaniel Nyquist

Investment Advisor Representative

A personalized approach to wealth management.

Your Minnesota Connection

NorthStar is proud to call the Land of 10,000 Lakes home. We are a Minnesota company,

NorthStar Wealth Management is registered as an investment advisor in the State of Minnesota (February 27, 2020).

Markets fluctuate and we can help you stay the course.

Our Services

NorthStar Clients

NorthStar clients are friends many of whom are like family. We have shared life experiences and relationships that span several generations for many years. We assist clients with $5 million+ in assets to those with much less. We do our best for every client. The key to these relationships that have spanned years and decades in some cases ...

Trust

Mutual Respect

Straight Talk

Full Engagement

Retirement Income Planning

You’ve saved a nest egg for retirement, but are unsure how to set-up a sustainable income stream from the assets.

NorthStar will work with you to establish a retirement plan that blends your income sources (Social Security, pension, rental income, etc.) and investment assets into a cash-flow plan. User-friendly financial planning tools are used in writing the plan. Through on-going communication, your plan is updated and adjustments are made.

Portfolio Management

Is your portfolio the right fit? Proper balance of risk and reward? Fees too high?

NorthStar will build a portfolio tailored according to your investments goals and level of comfort. Portfolios of stocks, bonds, and exchange traded finds (ETFs) are used to help manage costs and taxes.

Why NorthStar?

NorthStar acts as a fiduciary--your best interests drive the process. Not ours.

Some financial advisors recommend investment products with high commissions and internal expenses that are good for the financial advisor, but less beneficial for the client. NorthStar is a fee only Investment Advisory Firm. Your interests drive the process.

NorthStar is committed to keeping fees low and hidden fees out of the equation.

NorthStar Private Client Services

Fee Schedule

NorthStar TechEdge

Fee Schedule

NorthStar takes pride in providing clients with personalized service.

Customer service at NorthStar means ... a live person answers your call ... proactive service ... you are respected as a person ... you are valued as a client. The NorthStar team is always happy to interact with our clients and help them with inquiries and concerns.

NorthStar is a Minnesota company.

Client Resources

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