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We understand our clients because we want the same things as them. We want to take advantage of every opportunity available that helps us make more money, pay less tax, and live life on our own terms.
We use a simple process that allows us to quickly identify high-impact opportunities. Leveraging our experience and resources, we simplify our clients often complicated lives, creating an optimized and predictible path into the future.
Every client’s circumstances are different but the desire to be successful and live on your terms, with certainty and predictability, is a goal we all share.
We work with business owners, professionals, retirees and financially successful families. Our concentrated focus on these clients allows an unparalleled understanding of the unique investment, tax and risk management strategies needed to maximize and protect the future you are working so hard to create.
Independent advice is exactly that; independent.
This independence distinctly separates the interests of clients, from the interests and influence of large publicly traded financial institutions, focused on shareholders.
Our mission is to help clients achieve the very best financial outcomes based on real-world advice that is focused on helping you achieve your goals. If you have a team accountants and lawyers already, we are able to work with them to compliment what they are already doing.
In addition to your advisors, we also have a team of highly skilled accountants, lawyers, actuaries, as well as lean on other professional relationships to add value wherever possible.
Frequently Asked Questions
When clients choose to invest with our firm, we charge a fee for our services, typically, this is a percentage of the investments we manage between 0.25% and 1.5%. Ex. $500,000 (1%) = $5,000. In this example, this is the annual fee that would be charged directly to your portfolio and may be fully tax-deductible. This is only an example. To understand your fees, visit our fees page or contact us for more information.
We also provide other services in addition to investments and strategic planning. In most cases, clients must also consider things like life insurance, retirement planning, estate maximization, succession planning, etc.
All clients of Stark Private Wealth are provided with an in-depth, transparent overview, and print out of their fees as well as the products and services they will receive for those fees.
Every client is unique which is why we go through our process, starting with a detailed snapshot of your current financial position, your goals, concerns, strengths, and weaknesses. From there, we develop clear and concise recommendations that will help you achieve your long-term goals.
This is just the beginning. Our goal is to help incorporate high impact, strategic planning with predictable and consistent results.
Each client has a portfolio uniquely suited to their target ROI and their ability to weather volatility in their investments.
The portfolios we build typically contain at least some equities and alternative investments, making the ability to predict short term returns impossible. Although past performance is not indicative of future performance, we do a review with clients how similar portfolios have performed in different environments so you understand the potential volatility and returns you could expect.
Our client’s portfolios are designed to achieve a desired rate of return with the least risk possible. To do this, we leverage our relationships with hundreds of investment firms and their talent.
Our goal is to support our clients with their financial planning as well as investment and risk management strategies so that they can focus on the things that matter most to them. Our clients depend on us to help them understand and capitalize on opportunities that build wealth and protect their families. We do this through comprehensive financial planning with a strong focus on investment management, risk mitigation, and advanced tax planning strategies for high net-worth families.
We don’t know yet. We work with every client individually. Every person has a very unique set of circumstances that make the recommendations different. We first go through a process where we learn more about you, collect more information, and start by creating an overview of your entire financial picture. From here, based on your goals, personal situation, and other variables, we can review our findings and recommendations.
