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SERVICES

CUSTOMIZED INVESTMENT MANAGEMENT,
PLANNING & ADVICE

At Equistar Wealth Management, we plan, advise and problem solve for individuals and families. 

 

Our clients rely on us to offer proactive, objective, and ethical advice and services.

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INVESTMENT MANAGEMENT AND PLANNING

Each client’s financial situation and goals are unique. We invest our time and energy getting to know each client before we invest their money.

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TRANSITION ASSISTANCE

We advise on transitions with financial and life goal implications 

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FINANCIAL ADVICE FOR WOMEN

When it comes to financial planning, one size does not fit all.  Your life and financial circumstances, and responsibilities and goals are unique.  So should be your financial plan.