Private Wealth Group

Institutional Expertise, Personalized Service.

At Star Financial Group, we offer more than just financial advice – we provide personalized, actively managed investment strategies designed to meet your unique financial goals. Trained in the heart of the financial world in New York City by industry leaders at UBS and Deutsche Bank, our founder and team bring institutional-level expertise to individual investors.

After years of honing our skills working alongside top hedge fund and mutual fund portfolio managers, we relocated and founded Star Financial Group in the Lowcountry of South Carolina in 2007. This unique blend of institutional experience and local presence allows us to offer a personalized approach with the resources and knowledge to navigate today’s complex markets.

Whether you're focused on growing wealth, generating steady income during retirement, or seeking a second opinion on your current investment strategy, Star Financial Group is here to provide the expertise and guidance you need to achieve your financial goals. Every investor’s journey is unique. That’s why we create customized portfolios designed to meet your specific needs. Whether you're focused on long-term growth or need reliable income during retirement, our goal is to design a portfolio that helps you achieve your objectives.

Long-Term Growth: For clients seeking to build wealth over time, we focus on growth-oriented strategies using a combination of stocks, bonds, and ETFs. Our active management approach means we are constantly monitoring market conditions and making adjustments to keep your portfolio on track.
Short-Term Dividend Income: If you’re planning for retirement or looking for consistent income, we can help you create a portfolio that focuses on generating reliable dividend income. We aim to provide you with the financial stability and cash flow you need during retirement or other income-driven goals.

Second Opinion: A Fresh Perspective on Your Portfolio

Whether you’re new to investing or have an existing portfolio, it’s always wise to get a second opinion. We offer a comprehensive review of your current investments and provide you with a clear understanding of what’s working and where there might be room for improvement. Our team will explain all of your available options, ensuring that you’re confident in the decisions you’re making for your future.

Our Institutional Expertise: Best-in-Class Partnerships

Our team brings decades of experience from working alongside top-tier hedge funds, mutual funds, and Wall Street firms. By maintaining strong relationships with Goldman Sachs, Schwab, Allianz, and other industry leaders, we have access to the best tools, resources, and strategies available to create and manage your portfolio.

These partnerships allow us to offer a broad range of investment options, from traditional assets to more innovative solutions, ensuring we can always act in your best interest.

Why Choose Star Financial Group?

Personalized, Actively Managed Accounts: Each portfolio is custom-built to meet your specific goals, whether you’re aiming for growth or income.
Deep Market Understanding: With years of experience in the institutional space, we have a unique skill set to navigate the markets and manage risk effectively.
Second Opinion on Your Current Portfolio: We offer clear insights into your current investments and help you explore new opportunities to improve your strategy.
Best-in-Class Partnerships: Our collaborations with firms like Goldman Sachs, Schwab, and Allianz provide us with unparalleled access to industry-leading resources and products.
Active Management for Optimal Returns: We continually monitor your portfolio and adjust strategies to ensure your investments stay aligned with market trends and your goals.

Start Your Investment Journey with Star Financial Group

Whether you're focused on building wealth for the future or securing reliable income during retirement, Star Financial Group is here to help you make informed, confident decisions. With our deep understanding of the markets and our personalized approach, we’re committed to helping you navigate the complex investment landscape.

Contact us today to get a second opinion on your portfolio and learn how we can help you meet your financial goals with a strategy tailored just for you.

For a complimentary second opinion of your portfolio: