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About Us

What We Do

We are here to navigate you through life's changes. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations. We want to keep you on track toward a meaningful and purpose-driven financial future.


Our Primary Purpose

At Starlifter Wealth Management, we work with households and entrepreneurs to pursue their financial goals. Our approach centers on client education and personalized advice. We strive to stay on top of an ever-evolving market for our clients, with the objective of providing clarity to their financial lives.  Our services include:

  • Customized Financial Plan
  • Investments
  • Risk-mitigation through Long Term Care, Life, and Disability Income insurance solutions
  • Multi-generational Planning
  • Retirement strategies for small business owners

We invite you to check out all the material on our website. If something prompts a question, please send us an email, call our office, or schedule our appointment. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

We create solutions for your unique situation. We start with your goals to develop a plan to align your cash management, insurance, and investment strategies.


We specialize in:

  • Comprehensive and Coordinated financial, business, tax, and estate planning
  • Flexible products to allow for best- and worst-case contingencies


We invite you to check out the material on our website. If something prompts a question, please send us an email, call our office, or book an appointment. 

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