A New Name. A New Image.
The Same Personalized Servcice.
Lodestar Wealth is rebranding. Our new name is Bespoke Fiduciary Advisors.
Bespoke Fiduciary Advisors better represents what we are and what we do for our clients. Our process is bespoke – custom made to suit the goals of our clients. As the needs of our clients have evolved, so have our services. We provide more than just wealth management, advising our clients on a number of financial decisions while strictly adhering to the fiduciary standards.
The Brand
The logo blends elements of a step function (more on that to come) to create a stylized B. Our colors and fonts are modernized to represent the future of the financial planning service model.
Quick Links
Our new website will launch shortly. In the interim, our current clients may visit these links for information on their plans and portfolios.
View Your Goals-Based Plan
Click here to log into your dedicated, client portal through eMoney.
View Your Portfolio
For our Charles Schwab clients, go here to view your portfolio.
Questions? Call us at (617) 386-2055 or Message us
© Copyrights 2024 Bespoke Fiduciary Advisors All rights reserved.
Investing involves risk. Investment risks include general market risk and risks related to economic conditions or special risks, such as those related to investments in foreign securities, small- and mid-capitalization stocks, and high-yield securities. Underlying investments fluctuate in price and may be sold at a price lower than the purchase price resulting in a loss of principal. The underlying investments are neither FDIC insured nor guaranteed by the U.S. Government. There may be economic times where all investments are unfavorable and depreciate in value. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Clients may lose money. Past performance is not a guarantee of future results. Investors should read the prospectus carefully and consider the fund’s investment objectives, risks, charges and expenses before investing. Prospectuses are available on the investment web site, or by contacting the fund directly. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services are offered through Lodestar Wealth Public Benefit, LLC (Lodestar Wealth) dba Bespoke Fiduciary Advisors. Lodestar Wealth/Bespoke Fiduciary Advisors is registered as public benefit corporation in the state of Delaware, and is a registered investment advisor in the state of Massachusetts.