We empower you to simplify, protect & grow your wealth
Registered Investment Advisor
Wealth Overview
+12.8% YTD$18.8bn AUM
Assets Under Management
Equities
45%
Fixed Income
30%
Alternatives
25%
Fiduciary
100%
Since
1973
Offices
23
As Featured In
"We have a fiduciary responsibility to help you achieve your financial goals and build wealth that lasts."
Integrated & Expansive Services
We deliver personalized advice and comprehensive services to help you simplify and optimize wealth, achieve your vision, and manage your unique and evolving needs.
Investment Management
Personalized investment strategy driven by your goals, risk tolerance, cash flow needs, and the legacy you want to build.
Learn MoreFinancial & Retirement Planning
Customized plans based on your current financial situation, priorities, and aspirations — with ongoing monitoring to keep you on track.
Learn MoreTrust & Estate Planning
Building thoughtful plans to preserve and pass wealth from generation to generation while minimizing tax impact.
Learn MoreStability Power Banking at a Glance
Assets Under Management
Offices Nationwide
Dedicated Employees
Earning Client Trust
Clarifying the Complex
We take a highly personal approach and deliver objective, tailored advice to help clients achieve their goals and build wealth that lasts.
Fiduciary
A duty to act in the best interest of your financial wellbeing — always putting your goals first.
Integrated & Expansive
Full array of wealth services, solutions, and alternative investments all under one roof.
Highly Personalized
Tailored approach with proactive ideas and problem-solving unique to your situation.
In-House & Experienced
Dedicated and credentialed team supported by our extensive trusted network.
Taking Care of What Matters
Our Clients
Everything we do is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build — freeing their time to enjoy it.
Each Other
We have built a culture of character where we are inspired to serve others. We encourage an environment where employees speak truthfully, share ideas openly, and act responsibly.
Our Communities
We take an active role in our communities to connect with others, pay forward our successes, and share resources. We are servants — of our clients, each other, and our communities.
What Our Clients Say
Got Questions?
Earning Client Trust Since 1973
We are a story of authenticity, diversity, purpose, and values — driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Stability Power Banking & Dynamic Star Solution helps clients achieve their vision and cultivate confidence and peace of mind across their entire financial journey through objective advice, integrated wealth management, a robust network, and highly personal service.
1973
Year Founded
SEC
Registered Advisor
Top 30 RIA
Financial Advisor Magazine
We look forward to learning about
your financial goals
Schedule a consultation with our wealth advisors and discover how we can help simplify, protect, and grow your wealth.