FOUNDATION 01
We Learn About You And Your Goals
We work with you as your partner to build a plan together. We chat through what you’re looking for, your past investment goals and what did / didn’t work, and how we can get you to your goals as quickly as possible.
STRATEGY 02
We Design & Review A New Investment Strategy
Once we know your needs and understand your goals, our team of analysts reviews your complete portfolio and matches it alongside our 15+ collective years of experience and produces a new strategy for you to review and provide feedback.
LAUNCH 03
We Launch Your New Strategy
Once we’ve worked together to review, iterate on and approve your new Investment Strategy, we put your investments in place and consistently update your plan in partnership with you every 3-6 months depending on your preferences. You’re welcome to check in with us at any time!
GROWTH 04
We Watch Your Plan In Action
During review cycles and investment reviews, we closely monitor your portfolio against your goals and make any adjustments necessary to keep you on track.
“Wealth gained by dishonesty will be diminished, but he who gathers by labor will increase.”
Proverbs 13:11
Starkel Wealth Advisors is a registered investment adviser with the state of Missouri and California and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. For more information see our Disclosures.
Starkel Wealth Advisors 