30850 Telegraph Road
We’re a close-knit team of financial professionals who provide lifetime financial guidance to individuals and families. We’re in the business of building relationships. It’s the foundation to our approach to managing your finances and it’s what makes us different from other firms.
Star Wealth Management was established in 2003 for the purpose of helping clients enjoy their life journey while working toward creating a comfortable financial future.
We strive to address every aspect of the financial planning process to ensure we understand each person’s unique long-term financial, personal and philanthropic goals. We are proud of our success in creating life-long relationships with our elite group of clients. Helping each one achieve financial and personal dreams is our goal.
The first step in our process is to create a customized financial plan. We address cash flow, budgeting, investment planning, tax planning, retirement planning, insurance planning and estate planning.
Once the first phase is completed, we recommend and implement the financial planning solutions necessary to create a customized investment portfolio designed to meet the individual goals of each family member.
We regularly measure your progress and update your goals as life changes.