Services
How We Work
Our firm specializes in helping individuals develop sound wealth management strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of developing a financial roadmap and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being
Investments
Stock Option Analysis
Executive Compensation Analysis
Exchange Fund
Common Stock
Bonds
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Balance Sheet Assessment
Open Architecture Program
Alternative Investments
Advisory Accounts
Financial Planning
Wealth Transfer Strategies
Business Succession Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Pre-Post IPO/Acquistion Planning
Wealth Protection
Trust, Estate and Legacy Planning
Charitable Gifting
Philanthropic Services
Family Office Services
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
adrienne@stellawealthadvisors.com | (415) 377-6931