The resources of a large firm, with the personal attention of a small practice.
At Star Group Wealth Management(SGWM), we understand the many concerns business owners, couples & individuals face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their ideal vision of retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement plan and offering ongoing support, objective advice and guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
We offer products & services tailored to your goals.
A select award for outstanding wealth managers.
We build trusted relationships that service all your needs.