A complete list of active advisors currently associated with Lodestar Wealth, LLC

Warmer can help you find a great advisor at Lodestar Wealth, LLC or one who fits your needs even better.

Lodestar Wealth serves individuals, high-net-worth individuals, and business entities, including pension and profit-sharing plans, offering ongoing discretionary and non‑discretionary portfolio management as well as financial planning services. The firm documents each client’s goals and constraints in an Investment Policy Statement and provides regular account reporting through custodial statements. The firm’s investment approach emphasizes ETF-centered, long‑term strategies informed by a mix of fundamental, quantitative, technical analysis and modern portfolio theory, with active monitoring and the option for discretionary trading. Portfolios are generally built from ETFs, mutual funds, equities, fixed income and real‑estate funds, and the firm may incorporate private placements, venture capital interests, commodities and precious‑metal exposures when appropriate for diversification. Compared with many solo independent advisers, Lodestar works with corporate retirement arrangements and profit‑sharing or pension plans, a client type that is relatively uncommon for firms of its size. The adviser is organized as a public benefit LLC, maintains access to an institutional custodian platform that supplies trading and research services, and typically delivers financial plans as a one‑time engagement with follow‑up available by request.

To learn more about the advisors currently working at Lodestar Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Tavares III	Providence, RI	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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