Investment Services

Once we have established a Financial Plan we are ready to begin building.

One of the biggest keys to attaining wealth and financial freedom is to have an appropriate investment strategy.

As an independent, fee based advisory firm, Ad Astra Wealth Management provides professional implementation and management of portfolios free of commission.  Contact us today 

We offer tailored asset allocation based on your risk tolerance and goals outlined in the financial plan.  This includes... 

  • Coordinating multiple accounts to one overall strategy
  • Retirement plan investment allocation 
  • Tax advantaged strategies
  • Advanced analysis i.e. Stock option grants or restricted stock 

These allocations need to be reviewed at least two times a year.