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.
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.
We advise on transitions with financial and life goal implications
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.