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I must admit, I was skeptical at first, but Lodest...
I must admit, I was skeptical at first, but Lodestar private asset management has completely exceeded my expectations. Their investment strategies are solid, and they have consistently delivered impressive returns. I appreciate their commitment to transparency and communication. Highly recommended.
L
I recently started investing with Lodestar private...
I recently started investing with Lodestar private asset management and I must say, I am impressed. Their team is knowledgeable and responsive. They provide personalized investment strategies tailored to my goals. The returns have been consistent and I feel confident in their ability to manage my assets. Highly recommend!
C
I am extremely satisfied with Lodestar private ass...
I am extremely satisfied with Lodestar private asset management. Their team is dedicated, professional, and always ensures my investments are on track. The performance has been impressive, and I appreciate their hands-on approach. Highly recommended!
V
👍 Highly satisfied with the services provided by L...
👍 Highly satisfied with the services provided by Lodestar private asset management. Their team is professional and reliable. They have exceeded my expectations with their performance. I feel secure knowing that my assets are in capable hands. Keep up the good work!
J
🌟 Lodestar private asset management has been instr...
🌟 Lodestar private asset management has been instrumental in helping me secure my financial future. Their team is experienced and attentive, always providing timely advice and updates. The personalized approach they take towards managing my assets sets them apart. I couldn't be happier!
M
I have been a client of a private asset management...
I have been a client of a private asset management firm for some time now, and I can honestly say that Lodestar is one of the best. Their expertise and attention to detail are commendable. They have helped me navigate the complexities of the financial market and have consistently delivered positive results. Highly satisfied with their services.
D
Lodestar private asset management has been a game-...
Lodestar private asset management has been a game-changer for my financial portfolio. Their strategic approach and personalized guidance have helped me achieve my investment goals. The team is knowledgeable, responsive, and always goes the extra mile. Trustworthy and dependable!
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About Lodestar private asset management
Lodestar Private Asset Management: Your Trusted Partner in Financial Planning and Wealth Management
Are you looking for a reliable partner to help you manage your wealth and plan for your financial future? Look no further than Lodestar Private Asset Management, an independent, fee-only financial planning and wealth management firm based in Alamo, California.
At Lodestar, we understand that managing your finances can be overwhelming. That's why we offer personalized solutions tailored to meet your unique needs and goals. Whether you're just starting out or are already well-established, our team of experienced professionals is here to guide you every step of the way.
Our Approach
At Lodestar Private Asset Management, we believe that successful financial planning requires a comprehensive approach that takes into account all aspects of your life. That's why we take the time to get to know each of our clients on a personal level before developing a customized plan that addresses their specific needs.
We start by conducting an in-depth analysis of your current financial situation, including assets, liabilities, income sources, expenses and tax considerations. From there, we work with you to develop a long-term strategy designed to help you achieve your goals while minimizing risk.
Our Services
As an independent firm with no ties to any particular investment products or services providers, Lodestar Private Asset Management is free to recommend only those solutions that are truly in our clients' best interests. Our services include:
- Investment management: We offer customized investment portfolios designed around each client's unique risk tolerance and objectives.
- Retirement planning: We help clients plan for retirement by analyzing their current savings rate and projected expenses.
- Estate planning: We work with clients' attorneys or recommend estate-planning attorneys who can assist them with wills/trusts/estate plans.
- Tax planning: We provide tax-efficient strategies aimed at minimizing taxes while maximizing returns.
- Insurance analysis & recommendations
- Education funding
- Charitable giving strategies
and more.
Our Team
At Lodestar Private Asset Management, we are proud to have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:
- Michael J. Garry, CFP®, JD/MBA: Founder and principal of Lodestar Private Asset Management
- Jennifer L. Garry, CFP®: Director of Financial Planning
- David A. Karp, CPA/PFS: Director of Tax Services
- And other experienced professionals.
Our Commitment
At Lodestar Private Asset Management, we are committed to providing our clients with the highest level of service and expertise possible. We believe that transparency and open communication are essential to building strong relationships with our clients.
We also believe in giving back to the community that has supported us over the years. That's why we support a number of local charities and organizations through donations and volunteer work.
Contact Us Today
If you're ready to take control of your financial future, contact Lodestar Private Asset Management today for a complimentary consultation. We look forward to hearing from you!
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