What We Do


Star Wealth Management accepts new clients on a referral only basis. Our first complimentary meeting is used to determine if our services and personalities can meet the needs of potential clients.

OUR APPROACH

  • We treat each client like family
  • We make your financial lives simpler and more organized
  • We listen to you and create a strategy that works for you.


OUR RELATIONSHIP WITH YOU

  • We know circumstances change and as opportunities emerge and challenges arise, we adapt your plan accordingly
  • We provide sound advice in plain language
  • We will coordinate with your other advisors or make recommendations if you do not have an attorney,  accountant or mortgage broker
  • We know that financial well-being is about much  more than “just the numbers”
  • We get to know what matters to you most and ensure your life goals are an integral part of your plan

We are in the business of building relationships and our commitment to listening to your needs and goals is what sets us apart from the rest


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