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. 

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Financial Peace of Mind
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Fee Only - no commissions, no product sales, experienced unbiased advice
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Fiduciary Standard - legally bound to act in your best interests at all times
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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

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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.

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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.

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