Call Us: (310) 350-8082 |  Email Us: info@staroftheseawealthmanagement.com

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Strategic Custodial Relationship

Golden State and Star of the Sea Wealth Management are separate, unaffiliated entities from BNY Mellon | Pershing and Charles Schwab & Co., Inc., each responsible for its own services and policies. Trademarks belong to their respective owners. For more information, click BNY Mellon, BNY Mellon | Pershing, Charles Schwab & Co., Inc.

Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

Strategic Custodial Relationship

Golden State and Star of the Sea Wealth Management are separate, unaffiliated entities from BNY Mellon | Pershing and Charles Schwab & Co., Inc., each responsible for its own services and policies. Trademarks belong to their respective owners. For more information, click BNY Mellon, BNY Mellon | Pershing, Charles Schwab & Co., Inc.

Tailor-made services

Our vast experience in Wealth Management allows us to help with any of the following services.

Private Wealth Management

Private Wealth Management

Investment</br>Management

Investment
Management

Trust Review & Trust Planning

Trust Review & Trust Planning

Financial Planning

Financial Planning

Financing

Financing

Financial Services

Financial Services

Through the professional relationships that Star of the Sea Wealth Management attains, clients may be referred to the above-mentioned services.

Understanding Your Life

Where do we begin? It starts with you. At Star of the Sea Wealth Management, we focus on the things you care about most- family, goals and priorities – even as they change over the years.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?

Focus on Individuals & Families

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities

  • Family: Taking care of you, your family, and other important people in your life
  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Mission

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you, by designing and implementing a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn your goals into reality.

Stil have any questions?

Where do we begin?

It starts with you. At Star of the Sea Wealth Management, we focus on the things you care about most- family, goals and priorities – even as they change over the years. 

“Wealth is a gift from God. Therefore, it is good, like everything else which comes from God. Worldly wealth, as St Thomas Aquinas says, can be an instrument of virtue. But, it is good only insofar, as it leads to holiness. If it interferes with the practice of virtue, it is evil."

– St. Thomas Aquinas, Summa Contra Gentiles, Bk III, 134.

Staying on track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what’s most important to you.

Reviews to help you stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

Changes in your life and to your goals

Your life and goals change. As these changes occur, we will update your approach to reflect them.

Stay Digital & Track Everything

We offer best in class access to your financial information, secure communications, and a robust offering of tools and capabilities. Our team is just a click away within our site or mobile apps.

You can manage account security with our numerous customizable security capabilities. Access to your complete financial life is at the touch of your fingertips

Let’s Have a Conversation

Jean-Paul S. Afif, CEPA
Wealth Advisor
Fiduciary and President
Star of the Sea Wealth Management
“Your Financial Refuge”

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Star of the Sea Wealth Management?

At Star of the Sea Wealth Management we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.

Personalized advice from a dedicated financial advisor.

We get to know you and your family, your financial situation and what matters most to you.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience, together we will design an approach that reflects your unique needs, priorities and financial situation.

Adjusting your investment approach as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.

No question too big or moment too small. We put you first, every day.

For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

Check the background of your financial professional on FINRA’s BrokerCheck.

Investment advice offered through Golden State Equity Partners (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission.  Star of the Sea Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training. Golden State & Star of the Sea Wealth Management are separate, unaffiliated entities from BNY Mellon, Pershing, & Schwab – each responsible for its own services and policies. Trademarks belong to their respective owners. The content on this website has been independently produced by Star of the Sea Wealth Management and is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Star of the Sea Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

© 2022 Star of the Sea Wealth Management - Designed & Developed by Houston IT Developers LLC