General Info

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 bachelorâ??s degree, Rick entered the world of corporate finance. Although challenging, he didnâ??t feel that he was making an impact on peopleâ??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 clientâ??s unique circumstances.