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How does the advisor help clients – Key Takeaways:
STARBOARD WEALTH MANAGEMENT, LLC is an expert in providing financial advice and assistance to clients. They offer a wide range of financial services to help clients achieve their financial goals. Their team of highly experienced and knowledgeable advisors work closely with clients to understand their individual needs and create personalized financial plans.
Some key takeaways from STARBOARD WEALTH MANAGEMENT, LLC’s approach to helping clients include:
- Providing personalized financial plans tailored to each client’s unique goals and circumstances
- Offering a wide range of financial services to cater to different needs and objectives
- Working closely with clients to understand their risk tolerance and investment preferences
- Continuously monitoring and reviewing investment performance to ensure it aligns with client goals
- Offering ongoing financial education and guidance to help clients make informed financial decisions
Facts and Insights
Founded in 2008, STARBOARD WEALTH MANAGEMENT, LLC has over 10 years of experience in the financial industry. The firm currently manages over $500 million in assets and has a team of 20 advisors, ensuring clients have access to a robust pool of financial expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 Million | 20 |
Financial Services Offered
STARBOARD WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to cater to different needs and objectives. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Cash flow management
- Education planning
- Business succession planning
Client Types
STARBOARD WEALTH MANAGEMENT, LLC serves a diverse group of clients. Their clients include high-net-worth individuals, families, business owners, and retirees. They also work with institutional clients such as corporations, foundations, and charitable organizations.
Fees & Compensation
STARBOARD WEALTH MANAGEMENT, LLC operates on a fee-only compensation structure. This means they are only compensated directly by their clients and do not receive any commissions or incentives from third-party products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Background
STARBOARD WEALTH MANAGEMENT, LLC was founded by a team of seasoned and accomplished financial advisors who shared a common vision of providing exceptional financial services to clients. The firm prides itself on its commitment to integrity, transparency, and personalized solutions.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. STARBOARD WEALTH MANAGEMENT, LLC has a clean record and strictly follows all industry regulations. They have no legal or regulatory disclosures to report.