We are a full-service hybrid advisory firm that believes in providing clients with customized comprehensive planning. Our primary objective is to assist clients in protecting their wealth by weathering the storms of long-term care events, market volatility, and taxes by way of employing a truly holistic approach.  

Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment advisor. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. Fixed insurance products are offered through Everstead Capital. Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Everstead Capital are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy. Brokerage services are offered through Oakwood Capital Securities, Inc. (OCS), a registered broker-dealer, member of FINRA, SIPC and MSRB. Oakwood Capital Securities, Inc. (OCS) is not affiliated with any other companies mentioned.

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