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North Star Wealth Management of Raymond James

North Star Wealth Management of Raymond James


Financial Services

About Us

Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.

As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection.

We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you achieve every one of them.


  • Financial Planning
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Funding Planning


Warming Heads, Hands & Hearts annual fall/winter coat/hat/mitten drive
Faith in Action 2018 Festival of the Trees flier
Drew & Patrice sporting our new T’s from The Sandbox, Charlotte, NC
2nd Annual Ladies Luncheon
It’s almost time for the judging of the Auburn Hills Bonnet Contest again!

Rep/Contact Info

Nicole Malow
Client Service Associate
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View Personal Bio
Patrice L.J. Sinclair
Certified Estate Planner/Certified Financial Planner

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