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What Makes Astra Different

Comprehensive and built for you.

Comprehensive Wealth Management

Trusted Financial Partner

We’re not just portfolio managers. We’re here to assist in all aspects of your financial life, following our fiduciary duty to act in your best interests.

Simple, Transparent Fee

We earn our fee based on the assets we manage for you. This ensures our interests are aligned and that you have clarity on what you’re paying for. This single fee covers all services that we provide.

Our Process

Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including financial statements, planning questionnaires, as well as tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.