If you haven't thought about creating a durable income stream via high-quality, dividend-paying securities as part of your overall investment strategy, now would be a good time to start.
LodeStar® has recently implemented the most powerful wealth management technology in the industry to further drive client success. MyWealthPlan 360° is an award-winning, web-based platform that offers an aggregated, comprehensive view of your finances, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of your needs.
Smart Planning. For Life.
At LodeStar®, we strongly believe you should be receiving total financial life advice, not just investment advice. Smart, forward-thinking, financial planning will help simplify and meaningfully improve your quality of life.
We combine asset management with comprehensive financial planning, using cutting-edge technology, including risk-engineering, to bring you the best in wealth management. We'll handle your financial life so that you can focus on what you enjoy.
We are a fee-only wealth management firm and serve as fiduciaries, always putting your best interests first.
Smart Planning. For Life. It's what we're all about. Looking for an open, friend-to-friend kind of relationship? Let's get together and talk about your life.
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What's Your Risk Number?
It turns out many investors have more risk in their portfolios than they previously realized. Our risk engineering technology enables us to make sure the Risk Number of your portfolio matches your personal Risk Number.
Discover your Risk Number and let us help you align your portfolio.