Services

Investing is just the beginning.

At Astra Wealth Management, we integrate your income, taxes, and investments to help you keep more of what you've built and use your wealth to live the future you dream about.

01 — Our value

Confident and in control of your financial life.

We provide clarity around where you stand today, design a thoughtful strategy aligned with your goals, and serve as your long-term partner as life evolves. The result is not just a financial plan but the security and peace of mind that comes from knowing you're making informed, intentional decisions.

An advisor working through a plan with a couple at a bright table

Value that goes beyond the portfolio

02 — Our services

Everything your financial life touches.

Five areas of your financial life, handled together as one plan. Pick any of them to learn more.

01

Financial Planning

Your plan should fit the life you have today and keep up as life changes. We revisit it together annually and during big transitions.

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02

Investment Management

Portfolios built around your goals and grounded in decades of academic research. We rely on evidence, not market predictions.

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03

Tax Planning

Taxes touch almost every financial decision you make. We look for ways to lower what you owe when you save, invest, withdraw, and give.

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04

Trust & Estate Strategies

We work alongside you and your attorney, so your estate plan reflects what you actually want for your family.

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05

Insurance & Risk Management

Insurance is confusing, and it's easy to end up with the wrong coverage. You'll get an honest second opinion from someone who doesn't sell it.

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03 — Start with your question

What questions can we help you answer?

Most people don't wake up wanting a financial advisor — they wake up with a question that won't leave them alone. If one of these is yours, that's exactly where we begin.

Am I on track to retire when — and how — I want to?
What should I do with my equity compensation or deferred comp?
Can we afford the second home, the college years, the sabbatical?
Is my portfolio actually built for my goals — or someone else's?
Should I be doing something when markets drop?
What do I do with a concentrated position of company stock?
Where should I save my next dollar — pre-tax, Roth, or taxable?
Is this the year for a Roth conversion?
How do I give to charity without giving extra to the IRS?
Is my estate plan still current — or written for a life I've outgrown?
How do I prepare my kids to inherit well?
Would my family know what to do if something happened to me?
Do I actually need the life insurance policy I was sold?
Is an annuity right for me — or right for the person selling it?
What coverage does my family need if something happens to me?

See if we're a fit.

The process starts with one relaxed call — and a clear, honest answer about whether Astra is right for you.

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