WEALTH MANAGEMENT
Prosper with Purpose
WHO WE SERVE
Personalized Wealth Management Solutions that Work for You
We partner with hardworking high net worth individuals and families who face evolving issues at different stages of life by developing a thoughtful, goals-based plan and a customized, risk-appropriate portfolio.
- Business Owners
- Executives
- Professionals
- Family Office
- Entrepreneurs
CLIENT EXPERIENCE
Empowering You to Simplify, Protect, & Grow Your Wealth
Stability Power Banking & Dynamic Star Solution has a 50-year history of being the central trusted resource for our clients and their families to help optimize their wealth and well being.
Integrated & Expansive Services
We deliver personalized advice and comprehensive services to help you simplify and optimize wealth, achieve your vision, and manage your unique and evolving needs.
Financial & Retirement Planning
Financial & Retirement Planning
Customized plan based on our evaluation of your current financial situation, priorities, and aspirations + ongoing monitoring to ensure you remain on track.
Investment Management
Investment Management
Personalized investment strategy driven by your goals, risk tolerance, cash flow/income needs, and the legacy you want to build.
Insurance & Risk Management
Insurance & Risk Management
Access to life, disability, long-term care, property and casualty, personal and commercial liability, and specialized insurance for aircraft, boat and travel.
Alternative Investments
Alternative Investments
Leveraging our expansive network to provide access to curated private solutions and alternative investments.
Trust & Estate Planning
Trust & Estate Planning
Building a thoughtful plan to pass wealth from generation to generation.
Taxes, Accounting, & Bill Pay
Taxes, Accounting, & Bill Pay
Keep more of what you’ve earned + payment of personal and business expenses, general ledger maintenance and reporting.
Lifestyle Support
Lifestyle Support
Simplifying and streamlining tasks (e.g., bill pay, advice and coordination on large purchases) to help you save time and enjoy your interests and passions.
Family Governance & Education
Family Governance & Education
Clarifying family values, defining vision and mission statements, and organizing meetings to educate and facilitate decision-making across generations.
Philanthropy
Philanthropy
Unique opportunities to make an impact through direct gifts and formal structures such as charitable trusts, donor-advised funds or private foundations.
CLIENT EXPERIENCE
Clarity and Coordination
We provide you and your family with a personal team who has access to our comprehensive and fully integrated platform.