Starboard Wealth Strategies
We are a comprehensive financial planning firm who tailor advanced planning strategies for our clients who consist of professionals, families and small business owners. Having grown up around water the nautical theme has always stuck with me. Starboard, meaning the Right side of the boat, plays well as it is also the green navigational light as opposed to red on the port side. The slogan may eventually be, Guiding you in the RIGHT direction. We guide, direct, lead, navigate our clients to their destination. Our plans cover investments, insurance, retirement, legal documents, tax planning, covering all bases. We value integrity, loyalty, authenticity, honesty, wisdom and innovation.