Networth

Do you know your net worth? Grappling with this key number is a fantastic way to build a strong foundation for financial planning.

FIDUCIARY

The Magic Question: ARE YOU A FIDUCIARY? A fiduciary is someone who is committed to putting your financial interests ahead of his or her own. Registered investment advisors are legally and ethically required to act as a fiduciary in serving our clients. Try asking this critical question next time someone approaches you with an investment proposal. You would be surprised how hard it is to find fiduciaries.

ABOUT US

We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.



CLIENT TOOLS
CONTACT
  • (704) 350-5028
  • info@nstarcapital.com
  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)
  • fax: (704) 626-3462
RETIREMENT ISN’T ROCKET SCIENCE PODCAST
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice.
Investment advice can only be provided through a formal investment advisory relationship.