Star Wealth Management Corporation.

EST. AUM
$156,477,380

CONTACTS

CLIENT ACCOUNTS
117

Firm Details

Metro area Detroit
CRD Number 341885
Website starwealth.net
Client types

Overview

Star Wealth Management Corporation is an independent registered investment adviser (RIA) headquartered in Bingham Farms, Michigan. In continuous service since 2003 under the founding partner ownership and executive leadership of CEO Brigid Mulroy, CPA, CFP®, PFS, the boutique wealth planning practice operates under an absolute, uncompromised 100% fiduciary standard of care. The firm sets itself apart by blending advanced multi-disciplinary mechanics across personal financial layout, cash-flow stabilization, and tax structure minimization. Serving an exclusive network of retail savers, multi-generational affluent households, and local small business owners, the practice connects its backend capabilities and model planning platforms alongside Duet Advisory Services LLC and the professional tax team at Kahn & Mulroy, PC. Star Wealth Management Corporation completely shields its client base from high-commission broker platforms or transactional sales incentives. The investment team applies an objective approach to design globally diversified asset allocation portfolios composed primarily of liquid institutional mutual funds, low-cost index exchange-traded funds (ETFs), and sovereign fixed-income instruments curated to insulate family wealth across macro market shifts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Star Wealth Management Corporation.

Platform Details

Investment Preferences

Alternative Activity

Address

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