Growing and Preserving Wealth with Personal Attention

Managing investment portfolios and providing advice to individuals, families, foundations and retirement plans, with personal care.

In the spotlight

Starmont Jumps on Schwab RiA Bandwagon!

Read Starmont’s press release about our participation in Schwab’s campaign to educate investors on the benefits of working with a Registered Investment Advisor like Starmont click here

Starmont Keeps Clients Informed Through Market Roller Coaster

Providing timely insight and advice on the global, political and market events that impact our Clients’ portfolios is a Starmont core value.  Here are examples of the last two:

Tax Loss Harvesting, January 3

When Will Investments Start to Go Up?, November 28

Services

Starmont has the experience, insight and hands-on approach to give you and your portfolio the attention you deserve. Contact us today to get on the right path.