WealthStar Advisors, LLC

www.wealthstaradvisors.com

WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire.

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WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire.

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Country

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State

Texas

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City (Headquarters)

Plano

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Employees

11-50

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Founded

2010

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Co - Founder , Crpc

    Email ****** @****.com
    Phone (***) ****-****
  • Owner and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner Practitioner , Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship Manager and Marketing Specialist

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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  • google universal analytics
  • resonate insights
  • the trade desk
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