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Astra Wealth Partners LLC

Financial planning
Retirement planning
Tax planning
Equity compensation strategy
Strategic tax efficient investing

Astra Wealth Partners LLC information

We believe everyone's unique circumstances require a customized approach to meet their full potential. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.We are proud to be a fee-only, independently-owned firm that acts as a fiduciary for our clients at all times. This means that we are not com...
We believe everyone's unique circumstances require a customized approach to meet their full potential. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.We are proud to be a fee-only, independently-owned firm that acts as a fiduciary for our clients at all times. This means that we are not compensated through commissions paid for selling financial products. We are not incentivized to make decisions regarding investment product recommendations that may conflict with the best interests of our clients. We are not bound to a specific set of financial products and are able to consider a wide variety of solutions for our clients.AWP was co-founded by Kevin Peacock and Michael Schupak. After growing their respective firms separately over a number of years, they realized that they could provide even more value to clients by joining forces. Their clients would benefit from their combined knowledge and past experience.

Employees

Michael Schupak
Principal
Wylie Wang
Financial Planner
Alexa Schoeneborn
Junior Financial Planner
Kevin Peacock
Principal
Macaila Westhuizen
Sales Representative

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Employees

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Employees

Michael Schupak
Principal
Wylie Wang
Financial Planner
Alexa Schoeneborn
Junior Financial Planner
Kevin Peacock
Principal
Macaila Westhuizen
Sales Representative

Looking for a particular Astra Wealth Partners LLC Employee?

Astra Wealth Partners LLC's financial review

Employees

5


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