About Us
FAQs
About Us
WHO WE SERVE
Clients with substantial capital and meaningful complexity.
We work with individuals and families whose financial lives require careful judgment, deliberate risk architecture, and attention to the decisions that compound over decades.
TYPICAL CLIENTS
Where the work is most valuable.
The majority of our client relationships involve investable assets of $1 million and above. New relationships are accepted only at this level. Most new clients bring $2–10 million in investable capital.
Pre-Retirees & Retirees
Individuals and couples approaching or in retirement who need to convert accumulated capital into reliable income while managing sequence-of-returns risk, tax efficiency, and longevity.
Widows & Women Managing Wealth Independently
Women who have assumed or inherited responsibility for substantial capital and want clear, independent guidance without sales pressure or unnecessary complexity.
Professionals & Executives
Physicians, attorneys, senior executives, and other high-earning professionals managing concentrated equity, deferred compensation, or complex benefit structures alongside personal investments.
Business Owners
Owners preparing for or navigating a transition, sale, or succession who require coordination between business equity, personal capital, tax planning, and long-term portfolio construction.
FIT
What we look for in a working relationship.
Capital size is only one factor. The quality of the relationship depends on mutual clarity about objectives, decision process, and time horizon.
We work best with clients who:
Hold substantial investable capital — typically $1 million and above for new relationships
Value independent judgment over product recommendations or short-term performance narratives
Prefer a disciplined process for both portfolio construction and major financial decisions
Are willing to engage on the behavioral and tax dimensions of wealth, not only investment returns
Seek a long-term relationship rather than transactional advice
GEOGRAPHY
Based in Naples. Working selectively across multiple states.
LodeStar® is headquartered in Naples, Florida. We maintain client relationships across approximately 18 states. Location is secondary to fit, capital, and complexity.
Begin with an inquiry.
If your capital and situation appear aligned with the work we do, we will respond within a few business days.