Lodestar Private Asset Management

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

35 Years

in Business

(925) 838-1234Call Visit WebsiteVisit Website Map & DirectionsDirections3201 Danville Blvd Ste 275Alamo, CA 94507 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Alamo with Investment Advisory Service

Danville (4 miles)
Diablo (7 miles)
Walnut Creek (7 miles)
Lafayette (9 miles)
Moraga (9 miles)
San Ramon (9 miles)
Pleasant Hill (11 miles)
Orinda (13 miles)
Clayton (13 miles)
Concord (14 miles)

More Info

Email

Extra Phones

Phone: (925) 232-1581

Fax: (925) 838-1964

AKA

Lodestar Private Asset Management LLC

Other Links

http://lodestarpam.com

https://lodestarpam.com/contact-us

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services

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Details

Phone: (925) 838-1234

Address: 3201 Danville Blvd Ste 275, Alamo, CA 94507

Website: http://lodestarpam.com

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Lodestar Private Asset Management

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Whether you’re a Silicon Valley entrepreneur, a C-Suite executive or a second-act semi-retiree, we can guide you through the financial planning landscape towards your goals. We focus on a holistic approach that includes not just asset management, but broader financial and tax planning. Complex problems don’t intimidate us. They excite us.
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Investment Management
While information posted on this site is believed to be reliable and accurate at the time of posting, Lodestar Private Asset Management, LLC, does not guarantee, represent or warrant that the information contained on this site is accurate, complete, reliable, verified, error free, or fit for any purpose. Nothing on this site forms a contract, or a part of any contract, other than as it relates to the use of this site or as may be expressly provided. In the event of a conflict between the information contained on this site and the terms contained in any products or services offered by Lodestar Private Asset Management, LLC, or a third party, the terms contained in any document detailing such product or service will prevail. Neither Lodestar Private Asset Management, LLC, or any third party, make any representations or warranties, express or implied, regarding the usability or condition of this site, that this site will operate uninterrupted or error free, or that this site will operate in combination with any services or software used in connection therewith or that it shall be viewed consistently with all browser software or that any communication transmitted to or from this site is private, confidential or secure. Lodestar Private Asset Management, LLC, expressly disclaims all representations, warranties or conditions, express or implied, statutory or otherwise, including, without limitation, the warranties and conditions of merchantable quality and fitness for a particular purpose, non-infringement, compatibility, timeliness, security or accuracy, and any representations, warranties or conditions that may arise from a course of dealing or usage of trade. You assume full responsibility for risk of loss of any nature whatsoever resulting from your use of this site. Without limiting the generality of the foregoing, you acknowledge and agree that neither Lodestar Private Asset Management, LLC, or any third party, shall be liable to you for loss of data, computer time or any loss or damage of any nature whatsoever arising out of or attributable in any manner whatsoever to your use or inability to use this site for any reason whatsoever or to any action or inaction on the part of Lodestar Private Asset Management, LLC, or for any direct, indirect, special or consequential damages, even if Lodestar Private Asset Management, LLC, has been advised of the possibility thereof, including but not limited to lost profits, lost opportunities or business revenues, loss of goodwill, or failure to realize expected savings. This site may contains links to other sites which sites are not maintained or controlled in any way by Lodestar Private Asset Management, LLC. Links to any such sites that are not maintained or controlled by Lodestar Private Asset Management, LLC, are provided for convenience only and are not to be construed as an endorsement by Lodestar Private Asset Management, LLC, or any other party of the products, services, advice or opinions or any othe
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We are an independent, fee-only financial planning and wealth management firm based in the Bay Area. We provide tailored financial management to people who recognize the value of expert advice and guidance. We are compensated only by our clients – not the investment funds, products, companies, or other professionals we might leverage.

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Mastering the art and science of financial planning requires an ongoing commitment to researching, learning, and taking action. For most, the return isn’t worth the investment of time and effort. And even for those who do make the commitment, value is gained in discussing choices with an objective, informed, and independent third party.
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Kevin has over 25 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company.
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You acknowledge that Lodestar Private Asset Management, LLC, collects and uses personal information for purposes of providing the services described on this site. Lodestar Private Asset Management, LLC, is committed to respecting the privacy and confidentiality of information in accordance with applicable law. Lodestar Private Asset Management, LLC, has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of the site cannot be guaranteed and you acknowledge that your use of the site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, neither Lodestar Private Asset Management, LLC, nor any third party shall be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security. If you are provided with a user name and password to access any part of this site, you agree to be liable for all uses of your user name and password, including unauthorized use without your consent and you acknowledge that Lodestar Private Asset Management, LLC, shall not be responsible to confirm the actual identity or authority of any user. Instructions provided pursuant to such user name and password shall constitute sufficient authority to JW Harrison Financial, Inc., to execute any transactions directed there under. You agree to notify Lodestar Private Asset Management, LLC, immediately should the confidentiality of your user name and password be in jeopardy.
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