Portfolio Management

When it comes to investing, there are things we can control and things outside of our control. Market ups and downs are a natural part of investing, but having a thoughtful plan and strategies can help bring clarity and peace of mind to your household today.

At Stella Maris Wealth, we believe investing is more than growing wealth; it is a way to be a good steward of what you’ve been given. Every investor is different. Some prefer being an owner (through being an owner of companies’ stock shares, or equity funds), while others are more comfortable being a lender (through bonds and fixed-income investments). Some people care knowing what companies you invest in, and aligning your investments with your faith and values. At Stella Maris Wealth, I’m passionate about keeping you informed about your investment decisions and plan for the things we can control and to prepare for the unexpected things.

Investing should always have a purpose. Savings are important, but investing is what helps your money grow and keep pace with inflation over time. Together, we design strategies that support your goals—whether your goals are short-term, medium term, or long-term—we want to ensure your strategy is build with intention that impacts your life today and your lasting legacy.

Taxes also play a key role; it can impact your planning and legacy. That’s why at Stella Maris Wealth, focus on tax diversification, spreading your investments across taxable, tax-deferred, and tax-free accounts. This approach can create flexibility, reduce future tax burdens, and help preserve more of what you pass on to the next generation.

For higher-income earners, we also explore advanced strategies such as Roth conversions, tax-loss harvesting, and backdoor Roth opportunities when appropriate.

At the end of the day, investing isn’t just about returns—it’s about aligning your money with your purpose, your values, and the legacy you want to leave behind. It’s about being a good steward of the financial blessings you’ve been given so you can impact generations to come.