About STARCARE

    About STARCARE Associates

    For more than four decades, STARCARE (and its predecessor launched in 1976) has catered to the financial needs of very special clients, many who face complex personal and financial situations that often require emotional clarity and support.

    What Distinguishes STARCARE?

    Independence

    We remain an independently owned and managed wealth management firm primarily serving individuals and families. Our independence gives us the freedom to choose only those strategies we believe are best suited for each client.

    Clients first

    For you, that means we can be independent. We have no quotas to meet and no higher authority than you to satisfy. Our compensation is derived chiefly from the overall success and growth of our clients’ accounts, which helps ensure that our interests are aligned with those of our clients.

    Only one question matters: Is our recommendation in the best interest of our client?

    Our Mission

    Education. Discipline. Financial Well-Being.

    To empower our clients through education and the discipline of planning to take control of their financial well-being, affording them the opportunity of a life of security and freedom that puts their dreams within reach.

    Our Clients

    Stories That Shape Our Work.

    We serve clients throughout the country, and are registered to provide investment and licensed to provide insurance services in more than 25 states. STARCARE specializes in dealing with the financial consequences of unexpected wealth. Our clients come from all walks of life – business owners, women, disabled individuals and their families. Their personal stories not only touch us, they also motivate us to do our best.

    Personal Service, Delivered

    • Personalized Strategies

      Confidential and personalized strategies designed to suit individual goals, timeframe and risk tolerance

    • Broad Diversification

      Broad diversification by asset class and style

    • Top Money Managers

      Access to globally recognized, top-performing money managers

    • Portfolio Monitoring

      Conscientious portfolio monitoring, re-balancing

    • Performance Reporting

      Detailed account statements and performance reports

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    Guiding Principles

    Relationships matter

    We take the time to understand you and your family, your goals and dreams, and then design a plan that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you.

    Shared responsibilities

    Your job is to understand your goals, risk tolerance and time frames as they relate to your life and money. Our job is to listen, understand, and to place your money in the path toward your dreams.

    We don't touch your money

    Our financial representatives make recommendations and if you approve them, we act on your behalf. All accounts are in your name and can be accessed only with your approval.

    Confidence and Value

    We hope to inspire the former, and ultimately, provide the latter.

    No magic to wealth management

    The foundation for success begins with a budget, a savings goal, an emergency fund and protection for the people you love.

    Nothing is risk-free

    We help you understand the different types of risks and their consequences. Together, we determine what risks are appropriate and necessary for you.

    LPL Financial building

    Our Partner

    LPL Financial

    We offer services supported by LPL Financial, to provide clients with personalized guidance backed by institutional-grade technology and research.

    Because LPL doesn't offer proprietary products, we remain independent in our recommendations—allowing us to combine personalized advice with the stability of a well-established platform.

    Financial documents

    Talk With The Team.

    A fit-first introductory conversation to clarify priorities and next steps. No obligation.

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