Trust is earned. That's why we at STAR Wealth Management, listen, advise and manage your wealth as if it were our own. We would love the opportunity to earn your trust so you can leave investment management to us, and leave time for what matters most. Investment and retirement planning Tax optimization Estate management Risk mitigation Connect with our experienced team. starfinancial.com/investments Kate Miller, CTFA President, Private Advisory STAR Bank Insurance Private Advisory Looking for guidance on your journey? Download our Roadmap to Financial Planning Tim Annee Investment Officer Matt Lewis VP, Senior Trust Officer STAR Bank Insurance | Private Advisory Not FDIC insured Not guaranteed by the bank Not a deposit. Not insured by any federal government agency May go down in value Trust is earned . That's why we at STAR Wealth Management , listen , advise and manage your wealth as if it were our own . We would love the opportunity to earn your trust so you can leave investment management to us , and leave time for what matters most . Investment and retirement planning Tax optimization Estate management Risk mitigation Connect with our experienced team . starfinancial.com/investments Kate Miller , CTFA President , Private Advisory STAR Bank Insurance Private Advisory Looking for guidance on your journey ? Download our Roadmap to Financial Planning Tim Annee Investment Officer Matt Lewis VP , Senior Trust Officer STAR Bank Insurance | Private Advisory Not FDIC insured Not guaranteed by the bank Not a deposit . Not insured by any federal government agency May go down in value