Private Wealth Management
STARCARE Helps Families Plan for Special Needs with Confidence
Build a lifelong care strategy, navigate complex government benefits, and create a clear financial path for long-term financial planning and stability.
Find the Path That Fits Your Situation.
Choose the page that matches what you're navigating right now.
Special Needs Planning
Special needs financial services, generally, are programs that support clients with disabilities and their families.
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Tax-Advantaged Investing
Seeking to help reduce your tax liability and let more of your money work for you.
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Retirement & Longevity Planning
Coordinate income, healthcare, and legacy decisions over decades.
View DetailsExplore STARCARE.
Learn more about our firm, our foundation, and the approach that guides how we serve clients.
Our Story
Our Firm
A full-service, independent wealth management firm, specializing in the unique challenges prompted by wealth.
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Learn how we empower stars to shine - "doing well by doing good."
Go to Our FoundationOur Approach
We empower individuals to take control of their financial well-being.
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More Ways to Explore STARCARE.
Meet our professionals and browse the educational resources designed to support thoughtful financial decisions.
Financial freedom is available to those
who learn about it and work for it.
Robert Kiyosaki
How The Introductory Conversation Works.
Start with a conversation about what you're navigating and what you want to clarify.
We'll discuss scope, how we work, and what an ongoing relationship typically looks like.
If it's a fit, we outline next steps and what information would be helpful.
From there, we move into a plan-and-review cadence designed for long-term decisions.
Insights Built for Education—Not Predictions.
Browse recent posts and videos designed to help you think clearly about long-term decisions.
Weekly research
LPL Market Commentary (Weekly)
Timely market commentary and investment perspective from LPL Financial Research.
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Monthly perspective
STARCARE Market Commentary (Monthly)
A thoughtful look at the themes, questions, and planning conversations shaping long-term decisions.
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Watch and learn
Video Library
Educational videos and conversations for clients who prefer to learn visually.
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Ready for a First Conversation?
We'll focus on your priorities, your questions, and whether the relationship is a fit. No obligation, just clarity on next steps.
