We are a socially responsible team with a focus on diversity. Starboard wealth planners have over 40 years of experience and are ready to help you create meaningful wealth and legacy by creating unique client solutions. We do this by starting with a thorough discovery, where we get to know you, your values and your goals. We offer solutions consisting of socially responsible investing, insurance planning, and the ability to assist in philanthropic enterprises. We build life long relationships with our clients and strive to offer excellence in customer service.

Starboard Wealth Planners

Org chart

Teams

Offices