Our Services

With a stellar team of CERTIFIED FINANCIAL PLANNERS®, financial advisors, and specialists, we chart a customized course for your financial journey, from investment management to estate planning, tax strategies, risk management, retirement, education, and charitable giving. Our collaborative approach to financial planning gives you a team of advisors who work together to guide you to your financial future.

We craft thoughtful strategies to ensure your values and intentions are preserved for generations to come. Whether it’s with our advisors, our Advanced Planning Team, or through our Trust Company affiliate, we’ll make sure your wishes are honored and executed with precision.

From establishing charitable trusts and donor-advised funds to leveraging IRAs and life insurance policies, our solutions are designed to maximize your impact while minimizing costs and taxes.

With over a century of experience navigating both rising markets and turbulent economic storms, we employ a disciplined, data-driven approach to protect and grow your capital. Every portfolio we design is a universe of opportunities, meticulously aligned with your unique goals to help you achieve sustainable growth without ever relying on guesswork.

We are dedicated to protecting your hard-earned income and growing your wealth. We focus on strategies grounded in research, precision, and your unique circumstances. Our investment recommendations are driven solely by what’s best for you, informed by our training and experience, and entirely free from external incentives or conflicts of interest. We always do what’s in the best interest of our clients.

In the unpredictable expanse of life, protecting your assets is the foundation of our approach. At The Stellarix Group, we don’t just advise—we act. While many advisors shy away from the difficult conversations about life, death, and disability, we address them head-on, recognizing those issues as the greatest potential disruptions to a financial plan’s success.

From life and disability insurance to long-term care and accident coverage, we ensure you’re safeguarded against life’s uncertainties. For property and casualty insurance, we collaborate with trusted partners to provide a comprehensive shield for your family and business, so you can face the future with confidence.

The Stellarix Group works with top-tier law firms and accounting to deliver unparalleled estate planning and asset protection services. From drafting trusts to business succession planning and charitable giving, we ensure every detail aligns with your broader financial vision.

We are also one of the most sought-after teams for navigating the complex and sensitive area of Special Needs Planning. With expertise and compassion, we help families create tailored strategies to ensure long-term care, financial security, and a brighter future for their loved ones with special needs.

Our business planning services are designed to help entrepreneurs and executives navigate the complexities of building and sustaining successful enterprises. Working with an extended team of CPAs, wealth managers, and attorneys working in harmony, we provide a wide array of strategies tailored to your business goals.

From tax-sensitive management of business assets and optimizing stock option programs to consulting on private stock, real estate transactions, and succession planning, we lay the foundation for your business to thrive. Whether it’s reducing tax liabilities or crafting a roadmap for long-term growth, we help you achieve stellar results that align with your vision.