Steven Crabtree, CRPC® joins Middletown's NorthStar Wealth Partners Advisory Team
FOR IMMEDIATE RELEASE
For more information please
Robert A. Laraia, Partner
Brandon J. Marinelli, Partner
April 23, 2012- West Hartford, CT
Steven Crabtree, CRPC® joins NorthStar
Wealth Partners Advisory Team
Wealth Partners (NSWP), a respected wealth management firm in the Middletown and other locations
announced today the addition of a new Wealth Advisor to their expanding
enterprise. Steven Crabtree has
joined NorthStar Wealth Partners after spending several years of his
professional life affiliated with Merrill Lynch as a Vice President. There he
provided comprehensive financial planning guidance to determined clients
seeking professional and personal transitions in their lives.
Steve is a non-traditional advisor who believes that each client has the right
to seek and achieve their own definition of success. From his perspective, "When it comes down to it, whether a
client’s goals are grand or modest, we all care about success stories and
creating something that matters. In that regard all my clients are
extraordinary people, and deserve an advisor they can trust, especially in a
challenging economy and during volatile times."
Steve is a Chartered Retirement Planning Counselor (CRPC), with many years of financial services experience. He also holds professional
degrees from both Rhodes College and Yale University. Prior to entering the
financial services industry he spent twenty years in ministry serving both
individuals and his community. His in-depth background gives him further
insight into the factors that can both drive and derail individuals from
achieving financial success.
Marinelli , Founder and Partner of NorthStar had this to say about Crabtree’s
appointment “No one can gain the
perspective and insight that Steve is able to deliver to his clients unless
they have lived the unique and meaningful life he has chosen. His knowledge and
track record of success barely scratch the surface of the holistic experience
he is able to deliver consistently to his clients, and anyone that knows him.
We are honored that Steve has chosen NorthStar Wealth Partners as his new
Over the years Crabtree has built a client base that includes small business
owners, multi-generational families and retirees. He plans to continue to grow his practice and
is actively accepting new clients into his business during this transition.
NorthStar Wealth Partners
Wealth Partners is a full-service, financial services firm located in West Hartford, Connecticut.
They currently employ fourteen Partners, and five, full-time staff members, all
who serve the financial needs of small business owners, senior executives,
experienced professional, retirees and successful families. The firm provides
retirement, investment, business succession, estate, charitable giving, and
financial planning advice, strategies and product solutions to their growing
clientele. All advisors are accepting new clients, and complimentary
consultations are available by appointment. Securities offered through LPL
Financial, member FINRA/SIPC.