About Alphastar Wealth Management
Our Firm
Alphastar Wealth is a visionary wealth management firm that combines the strength and integrity of Alphastar Capital Management with a commitment to building genuine relationships, delivering personalized guidance, and providing holistic financial planning services.
We believe that wealth management extends far beyond investment strategies. Our comprehensive approach to building and preserving wealth encompasses a wide array of financial planning services tailored to your specific needs.
Whether you seek to protect your assets, plan for retirement, or navigate complex tax implications, our team of experts is equipped with the knowledge and experience to guide you every step of the way. By taking a holistic view of your financial picture, we develop a strategic roadmap that integrates all aspects of your financial life, ensuring that no opportunity is overlooked or challenge left unaddressed.
Our Process
Our retirement planning process involves unique steps designed to identify your goals and opportunities, educate you to make decisions, empower you to take action, and monitor your progress.
We offer advocacy and personal financial guidance for all stages of life.
At Alphastar Wealth, we embark on your retirement planning journey by delving deep into your financial situation, goals, and risk tolerance. Through our discovery process, we’ll gather crucial information that lays the foundation for a tailored retirement strategy designed to meet your specific needs.
Our dedicated team will conduct a comprehensive analysis of your unique circumstances, allowing us to craft a strategic roadmap towards your desired financial future. We’ll develop a comprehensive Financial Plan around your goals, outlining what steps are needed, each year, to ensure you stay on track.
Guided by our expertise, we’ll seamlessly navigate the implementation phase by bringing your retirement strategy to life. We’ll be here to assist you every step of the way, following the necessary steps, providing unwavering support, and helping you adapt to any changes that may arise, to ensure your plan remains robust and effective.
At Alphastar Wealth, we understand the importance of continuous monitoring and review. Year after year, we diligently assess your progress toward your financial objectives, collaborating with you to make any necessary adjustments. Our shared goal is to establish accountability and secure your financial independence during your golden years.
Services
Discover and experience the power of our holistic financial solutions.
At Alphastar Wealth Management, we take a proactive and educational approach to help you create a customized strategy that aligns with your unique retirement planning goals and objectives. We use the most efficient methods available to help you achieve your desired outcomes. Our dedicated team provides personalized attention and guidance throughout every step of the process, from initial strategy planning to execution and follow-up.
- Financial PlanningFinancial Planning
- Investment ManagementInvestment Management
- Tax PlanningTax Planning
- Wealth PreservationWealth Preservation
- Estate & Legacy PlanningEstate & Legacy Planning
Our Team
The Alphastar Wealth team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for advisors and their clients.
Brian Williams
Managing Partner
Derek Gubala
Co-President
Casey K. McIntyre, CFA®, CAIA, CIPM
Co-President
Tony Parish, CFA®, CQF
Chief Investment Officer
Laura Furner
Chief Operating Officer
Julie Starr
Chief Financial Officer
Dan Lantz
Chief Compliance Officer
Anitra Cassas
General Counsel
