Starlight Wealth Management is a Monsey, NY Fee-only Wealth management firm serving clients locally and across the country. We provide financial planning and investment management solutions for young families that want strategies on how to reach their goals and their life’s dreams
While keeping money in the bank is essential, at a certain point it might not be the most effective way to grow your wealth. This is where your investment strategy comes in. We facilitate financial growth by designing investment portfolios customized to meet your goals.
In our comprehensive financial planning service, we consider your financial goals, how you value money, and what you prioritize. From there, we analyze the data and develop a plan. We will then help you implement and carefully monitor this plan for your peace of mind.
Not ready for comprehensive financial planning? We can still help you by addressing two or three of your most pressing questions. Then, after a 30-minute discovery meeting, we will schedule a 90-minute session to discuss our proposed solutions.