A complete list of active advisors currently associated with Star Wealth Advisors

Warmer can help you find a great advisor at Star Wealth Advisors or one who fits your needs even better.

Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals — including high net worth clients — as well as trusts, estates, and corporations. The firm reports approximately $44.4 million in discretionary assets under management and serves its client base through a team of nine advisors. The firm’s investment approach emphasizes long-term, fundamental analysis for individual securities and uses diversified strategies constructed from mutual funds, ETFs, individual stocks and bonds; it also engages third‑party money managers (TPMMs) where appropriate. SWA typically implements client strategies through wrap fee programs (either sponsored by SWA or recommended from third parties) and conducts ongoing due diligence and periodic reviews to align portfolios with clients’ objectives and risk tolerance. Noteworthy aspects that distinguish the firm from many peers are that SWA sponsors its own wrap fee program — a relatively uncommon practice among similar team firms — and that it is registered and operates as an insurance agency, with several supervised persons licensed to sell insurance products and receive commissions. The firm also discloses that it may pay TPMM fees out of its own resources and retains discretionary authority to hire and replace TPMMs, and it articulates related conflicts of interest and oversight procedures in its brochure.

To learn more about the advisors currently working at Star Wealth Advisors, 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.