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Building wealth through clarity

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Comprehensive wealth management

for goal-oriented families

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

Our Services

We offer three viable service models.

Investment Management

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.

Comprehensive Financial Planning

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.

Quick Start Program

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.

We create an experience that focuses on what's most important to you

Intricate Solutions

Clients Appreciate Our Custom Approach

Fee-Only

Rest assured we do not accept commissions for any product we recommend.

SIMPLICITY​

Enjoy clean and simple financial planning—complete with the latest tech.

CLARITY

Determine where you stand today and where you are heading financially.​

UNDERSTANDING

Learn everything there is to know about your custom investment strategy.

CONNECTION​

Our foundation is to establish client relationships on a professional and an emotional level.

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