Lake Mary, FL Office

Blue Star Wealth Management provides portfolio management and wealth advisory services to individuals and high‑net‑worth clients. The firm documents each client’s goals and risk profile in written investment guidance and serves a relatively small client base with two advisory professionals.

The firm’s investment approach is long‑term and combines fundamental analysis with modern portfolio theory, using equities, ETFs, mutual funds, and fixed income as core holdings. Most accounts are managed on a discretionary basis, and for some clients the firm may use covered calls or cash‑secured puts as an income‑oriented overlay while avoiding uncovered options and short‑term trading.

Distinctive operational features include a requirement that client accounts be custodied at Charles Schwab, with the firm having limited custody only to debit advisory fees and not processing wires or maintaining third‑party standing letters of authorization. Compared with peers, Blue Star operates with a small two‑advisor team managing relatively high AUM per client, principals who work from home offices and use rented space for in‑person meetings, and a practice of leaving proxy voting to clients.