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Joel Malick

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Moxie Wealth Management is an affiliate of North Star Resource Group.

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Check the background of this firm on FINRA’s BrokerCheck.

Joe Burgess, Kristin Brandli Printon, and Amanda Charles are registered representatives and investment advisor representatives of Cetera Wealth Services LLC.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. North Star Resource Group and Moxie Wealth Management offer their own suite of products and services entirely independent of Cetera.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at cetera.com/cetera-wealth-services/disclosures.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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