North Star Wealth Strategies LLC
About us
At North Star Wealth Strategies, we have been working with individuals, families, and business owners since 1991. The firm was founded by Rick Petty, a financial advisor with more than 24 years of experience. Fresh out of college with a bachelor’s degree, Rick entered the world of corporate finance. Although challenging, he didn’t feel that he was making an impact on people’s lives. While pursuing a graduate degree in personal finance, he was introduced to the world of financial planning and discovered his true passion. Since then, he has built a career centered around creating comprehensive financial plans tailored to each client’s unique circumstances.