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