NorthStar Wealth Navigation

NorthStar Wealth Navigation is a wealth management firm located at 4200 W 115th St Ste 300, Leawood, KS 66211. The firm serves individuals and families throughout the Kansas City metropolitan area, including clients in Leawood, Kansas and surrounding communities. Its services focus on comprehensive retirement and long-term financial planning designed to address evolving needs during pre-retirement and retirement years.

The firm provides guidance in areas such as retirement income planning, investment management, estate and legacy strategies, and risk management. A notable area of focus includes long-term care planning, with strategies that may incorporate insurance solutions, hybrid policies, asset protection techniques, and self-funding approaches. Planning is structured to help clients evaluate potential care costs and funding options in advance of health-related transitions.

Advisors at NorthStar Wealth Navigation emphasize personalized planning aligned with each client’s financial circumstances, family considerations, and long-term objectives. Services are delivered through an ongoing advisory relationship that includes review, coordination, and adaptation of financial strategies as circumstances change.

Services May Include:

• Comprehensive retirement and income planning

• Long-term care planning and funding strategies

• Investment management

• Estate and legacy planning coordination

• Risk management and insurance strategy review