Managed Investment Portfolios and Ongoing Advice for Individuals,
Families, Foundations and Retirement Plans

Who We Are

Starmont Asset Management is an independent experienced Wealth Management firm. Wealth management involves developing, coordinating and implementing your family, investment, real estate, business, retirement, tax and estate plans to help you achieve your personal goals as your life changes over time. To learn more, click here.

Core Values

  • The Client comes first. We will focus on your needs and best interests at all times.
  • Integrity is paramount. We will operate with the highest ethical standards.
  • Accuracy and high quality is essential. Our analyses and reports will be accurate and of the highest quality.
  • Constant improvement is our goal. We will work to continually improve all aspects of our relationships with you and the other members of your professional team.

Working With You

We start by learning about your life. Then we work with you to develop and implement an approach to:

  • Accumulating and/or inheriting wealth.
  • Ensuring that your wealth lasts for your lifetime and beyond.
  • Transferring your wealth during your life and/or upon your death.

Lifelong Relationships and Frequent Communication

We view our relationships with our you as lifelong. To learn more, click here.

Advice in Good Times and Bad

We provide advice and support in good times and bad. To learn more, click here.

The Professional Team

We work closely with your other professional advisors such as accountants and estate planning attorneys to assure consistency and coordination of the various estate, tax and other plans that have been developed by and for you.

Multi-Generations and Multiple Investment Vehicles

We work with multiple generations of families. Our Clients include grandparents, parents, children (from pre-teens to adults) and grandchildren. To learn more, click here.