Our Qualifications

We have been working with individuals and businesses since 1991.

Our representatives hold various professional designations and are licensed to independently represent a variety of products to meet your financial goals. 

We are dedicated to developing lasting relationships with all our clients and believe in helping you assess your financial goals and participate in the management of your finances.  Through our affiliation with United Planners, we offer a broad array of investment products.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Through his relationship with Independent Broker Dealer, United Planners, North Star Wealth Strategies is not restricted to proprietary products. North Star Wealth Strategies is free to draw on the wide variety of options available from a full range of high-quality investment and insurance companies to build individualized plans and programs for client

Rick Petty has a B.S. in finance from Brigham Young University, an M.B.A. in Personal Finance from The University of Dallas and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1994. 

We’re looking forward to using our expertise to help you pursue your financial goals.