WealthStar Advisors Services and Technology

Primary Services -

  • Comprehensive Financial Planning

  • Investment Advice

  • Wealth Management

  • Tax Planning

  • Estate Planning

  • Protection Planning

  • Financial Education Services

Technology - Innovation improves our service to you

  • E-Money 360 - the foremost financial planning software in the industry

  • 24 hour access to your personal financial planning website

  • Fidelity custodial, trading, and web services

  • Black Diamond Portfolio Evaluation tools

  • WealthStar Advisors website, links, and tools

  • Web based meeting tools