Lodestar Private Asset Management, LLC - Investment Management and Wealth Management Services
Description
pulled from site's meta descriptionLodestar provides two types of service to individuals: Investment Management and Wealth Management. If you have an existing set of advisors, such as an accountant and attorney, who are familiar with your history and are helping you manage your financial affairs effectively, then our Money Management service is the best option. We focus all of our efforts for you on effective portfolio management. If, on the other hand, you would benefit from a more comprehensive approach, where investment management is coordinated with financial planning, tax and estate planning, and charitable giving ideas, then Wealth Management is the better option. In that case, we not only provide portfolio management, we also help coordinate other important areas of your life, such as optimizing your cash flows, taxes, insurance, estate planning and charitable giving.
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