Diverse Solutions for the LGBTQ Community
At Stella Oak, we specialize in helping LGBTQ individuals, couples, families and businesses protect what’s most important and accumulate and preserve wealth. While many financial strategies can be universal, we understand the financial and legal nuances inherently unique to your situation…regardless of what life stage you’re in.
Perhaps you and your partner are thinking about getting married or starting a family. Maybe you’ve made partner at your firm and are looking for tax efficient vehicles to invest deferred comp. Or you’re thinking about a fabulous vacation property and an early retirement.
Regardless where you are, we’ll help you get to where you want to be. No judging, No jargon. Let’s first start by getting to know you and learning more about your goals and dreams. Then, together, we’ll create and implement a financial plan to help you get there.
At Stella Oak, you’re not alone. We get you. We’re in this together. And we want to be your trusted financial partner…for life.
Not sure where to start? We’ve created a financial planning checklist especially for LGBTQ individuals, couples and families. Fill out the form and one of our team members will send you a complimentary copy.
Aligned on Values
We deeply respect the fervent connection between personal values and financial investing. Many of our clients are passionate about ensuring their investment strategy aligns with causes they believe in. If it’s important to you… it’s also important to us. Ask us about ensuring your portfolio reflects your socially conscious preferences.