Equistar Wealth Management

I'm passionate about helping people make wise decisions about their investments and financial plan. I value long-lasting client relationships where I'm a trusted sounding board for processing complex financial situations and arriving at well-informed decisions. Over 17 years of experience in financial services, Sara provides investment management and comprehensive financial planning to busy professionals and their families.

In today's technology-driven world, you have unlimited investment information and choices at your fingertips. It can be challenging to make sense of the competing - and often conflicting - options. That's why, when it comes to managing your finances, it's important to partner with a trusted, experienced advisor who values relationships and face-to-face communication.

Each client's financial situation and goals are unique. We invest our time and energy getting to know each client before we invest their money. First, we identify realistic financial goals, and then we recommend a customized investment plan. We identify each client's risk tolerance to help ensure an appropriate strategy.

We understand you're likely fielding advice - often conflicting - from multiple sources. We're here to remove the clutter and reduce the noise. We ask a lot of questions, and do a lot of listening. The better we know where you're coming from, the better we can help you get where you want to go. Each client's financial plan and investment strategy is thoughtfully and purposefully designed, implemented and then closely monitored.

Contact us today to learn how we can help you reach your goals with smart financial planning and investment management. Centre One building is located on the south side of Bee Caves Road at the corner of Old Walsh Tarlton / Rollingwood Drive. You may make a protected turn onto Old Walsh Tarlton at the stoplight.