Sparta, NJ Office

FourStar Wealth Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm provides financial planning, discretionary and non‑discretionary investment management, wealth management and retirement plan consulting, and may recommend or place eligible clients into privately placed securities and pooled investment vehicles.

The firm combines fundamental and technical analysis and allocates client assets across mutual funds, ETFs, individual equity and debt securities, options and independent managers, tailoring portfolios to clients’ risk tolerances and objectives and monitoring accounts on an ongoing basis. FourStar selects and monitors Independent Managers, provides ERISA fiduciary retirement‑plan consulting and, where appropriate, manages or recommends interests in private funds and pooled vehicles and may receive performance‑based carried interest on fund investments for qualified clients.

Distinctive for a multi‑team adviser, FourStar acts as a private fund adviser and exercises portfolio management for pooled vehicles, including proprietary funds, which creates custody and conflict considerations that the firm discloses and manages. Several supervised persons are licensed insurance agents and some are registered representatives who may receive commissions, and the firm also maintains standing letters of authorization and other custody arrangements for certain client assets; these affiliations and practices are addressed in the firm’s disclosure and conflict‑management procedures.