Our Process

Understanding Our Process

When you join Stark Wealth Management, you gain a team of professionals dedicated to supporting you and helping you achieve your financial goals. Our financial advising and planning process ensures that we build a customized financial strategy that is aligned with the lifestyle, future, and legacy you desire.

Defining Your Goals

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Creating Custom Strategies

Your financial strategy should reflect you. We customize and build all portfolio strategies to align with the needs, risk level, and aspirations of our clients.

Life-Long Partnership

Financial planning is an ongoing process and we are here to advise, adjust, and support you with each step of this journey. When we implement your portfolio strategy, we revisit it regularly to ensure it is serving you. Our dynamic approach provides exemplary client experience through reviews, check-ins, support, and celebrations- your wins are our wins!