A Modern Approach to Wealth Management

Astra Strategic Wealth is a full-service wealth management firm with a distinctive approach that combines modern technology with highly-personalized service.

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We’re On Your Side of the Table

Fiduciary

It only make sense to take advice from someone who is committed to acting in your best interest. We adhere to the fiduciary standard because you deserve unbiased advice.

Fee-Only

We are paid directly by our clients for advice, not by earning commissions for selling life insurance or mutual funds.

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Financial Planning

At Astra Strategic Wealth, we offer comprehensive concierge-level services, personalized to the needs of each client. These services include tax-planning, risk mitigation techniques, retirement planning, educational funding analysis, estate planning and investment management.

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Investment Management

At Astra Strategic Wealth, we make investment decisions based on time-tested empirical evidence supported by academic and industry research.

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Articles & Posts

Kiplinger.com: A Quick Primer on Tax-Loss Harvesting

Smart investors know that sometimes losers can be winners. Here’s how tax-loss harvesting could save you money. Tax-loss harvesting can be useful in an array of situations, but understanding when to best utilize this strategy is key. Tax-loss...

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