EquiStar is a boutique financial advisory firm that provides wealth management and financial planning services to affluent clients. Our objective is to help our clients achieve and sustain their financial goals.
We understand that each client has a unique set of life circumstances, risk tolerances and values. Therefore, every investment and financial plan should be tailored to fit his or her distinctive needs.
EquiStar is committed to delivering a high level of personalized service to our clients. We believe that clients want a financial partner that not only knows them well, but also will be responsive and available at all times.
Unlike many of our competing advisory management firms, EquiStar does not sell products or work on commission. As a fee-only firm, our advice is objective and based on what is advantageous to our clients, not to our revenue stream.
Working with clients throughout the various stages of life from wealth accumulation, wealth preservation and wealth deployment, we tailor each plan to our clients’ unique life circumstances.
