LODESTAR PRIVATE ASSET MANAGEMENT

Whether you're a Silicon Valley entrepreneur, a C-Suite executive or a second-act semi-retiree, we can guide you through the financial planning landscape towards your goals. We focus on a holistic approach that includes not just asset management, but broader financial and tax planning. Complex problems don't intimidate us. They excite us... We are an independent, fee-only financial planning and wealth management firm based in the Bay Area. We provide tailored financial management to people who recognize the value of expert advice and guidance. We are compensated only by our clients - not the investment funds, products, companies, or other professionals we might leverage.

Also known as: Lodestar Private Asset Management, LLC

Primary location: Alamo United States