Five Star award winner Gabriel Chavez, CFP®, APMA®, CLTC®, CEPA®

ABOUT ME

Which is better —

Dreaming of the future...or building it? Of course, everyone says building your future is better. But you see, where I come from, that answer has a special meaning.

Hello! I’m Gabriel Chavez of NorthStar Wealth Group—a private wealth advisory practice of Ameriprise Financial Services, LLC. I educate, guide, and advise folks like you on how to make better decisions with your money, so you can enjoy greater peace of mind, help secure what matters most in your life, and make a lasting impact on the people you care about. My parents were the kind of people who refused to merely dream about a better future. They wanted to build it. Years later, when I earned my college degree and soon after began my career in financial services, there were two lessons I learned from my mother that guided me: The biggest risk in life is not taking one and you can’t do it all by yourself.

Those lessons still guide me today. Maybe that’s why I enjoy building things with my hands. Like the multi-level treehouse for our kids in the back yard, or the Habitat for Humanity projects I’ve worked on in Latin America, Asia, and Africa, there’s something about crazy-sounding projects that challenge me.

Why dream it when you can build it instead?

The thing is, there’s another lesson I learned from my mom — a care worker for Children’s Services — that continues to drive me today. That lesson was that it’s easier to stay motivated when you’re building something for others. For me, that means my wife Allison and our two children. It means the team of passionate professionals I lead at NorthStar Wealth Group and, it means you. Now, whether I’m working with a CFO on mapping out sophisticated strategies to take advantage of complex compensation packages, helping steward multi-generational wealth for a family, or educating professionals on retirement planning, my approach is the same…

Personal attention comes first. Because your dream is my dream.

If you’ve been working hard for decades, saving and investing, paying down debt, and you’re looking forward to spending more time with loved ones, growing more as a person, and making an impact on your community, that’s a future worth building, not merely dreaming about. Your future deserves someone who can help you turn it into a reality. Why dream it when you can build it instead?

Let’s meet soon.

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This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6273 Chicago-area wealth managers were considered for the award; 400 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.