Fee-Only Wealth Management

Live Life By Your Own Design

Let Us Do The Math

Managing Downside Volatility, While Investing For Long-Term Returns
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As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always. 



Financial Peace of Mind
Fee Only - no commissions, no product sales, experienced unbiased advice
Fiduciary Standard - legally bound to act in your best interests at all times
Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
Stay Ahead of Volatility

"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*


* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015

Managed Volatility Strategies + Holistic Planning =

Preservation of Your Unique Lifestyle

We design custom, stress-tested investment portfolios that can significantly lower your investment risk without sacrificing long-term returns.

We perform total wealth planning to holistically manage all of the interconnected areas of your financial life, allowing you to adapt more easily to life changes and feel more secure that your goals are on track.

How It Works
Deciding on an investment advisor can be time-consuming, and we are happy to spend as much time with you as you need to determine if LodeStar® is the right fit for you.
An Organized Financial Life = A Higher Confidence Level
Take The First Step

If you'd like to see whether LodeStar® would be a good fit for you and your family, send us your contact information and we’ll ask you some quick questions to learn more about you and offer ways we can help.

It's more than just investing successfully. We take the time to understand the big picture.

We provide impartial and thorough advice based solely in our clients’ best interests.

Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

We engage and interact with industry thought leaders and experts.


Paladin Registry 5 Stars

This advisor scored in the 90th percentile or higher (5 Stars) when Paladin's proprietary algorithm rated the quality of his or her credentials, ethics, business practices, and services. Learn More.


999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108  P: 239-325-5110


51 JFK Parkway, First Floor West, Short Hills, New Jersey 07078   P: 973-218-2440


7047 E. Greenway Parkway, Suite 250, Scottsdale, Arizona 85254 P: 480-659-2950



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