Stardust Wealth Strategies

Stardust Wealth Strategies provides financial planning and investment advisory services primarily to individual clients, as well as to select organizations and businesses. Services described in the firm brochure include comprehensive and limited-scope financial planning, discretionary investment management (available only when paired with comprehensive planning), tax return preparation, and occasional hourly engagements.

The firm emphasizes a long-term, passive investment approach—constructing portfolios from mutual funds, exchange-traded funds, stocks, and bonds and using fundamental analysis to inform allocations—and conducts an onboarding process that produces a written financial plan with ongoing monitoring and at least annual reviews. Recommendations are tailored to each client’s goals and tax situation, and tax return preparation may be integrated into comprehensive planning or provided as a standalone service.

Compared with many independent advisors, Stardust highlights client education and public speaking as an active part of the practice, offering educational seminars and engagements for groups and organizations. The firm’s pricing and service model is also distinctive: it centers on a fixed annual financial planning fee with investment management bundled into that planning relationship rather than relying solely on a traditional, standalone percentage-of-assets model, and the principal holds tax credentials and a STEM background that the brochure cites as relevant to the firm’s tax and technical work.