Phone: 800-888-5164 ext: 102
Investment Advisor Representative
We live in a complex financial world. Our objective is to simplify and bring clarity to clients’ financial lives.
Our team is dedicated to synchronizing the financial affairs of a select number of families, retirees, corporate executives and business owners. Saving time and working towards providing clients the confidence that they are on track to realize their goals is at the heart of our process.
To do our job correctly, we follow a disciplined process to deliver a consistent and customized wealth management experience. Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you.
Familiar with what you value, we are able to help you (1) define and prioritize your objectives; (2) develop and appropriate strategy and asset allocation based on your preferred risk tolerance; (3) recommend strategies that draw upon the depth of FourStar Wealth’s independent open architecture platform; (4) conduct regular reviews with you to monitor progress and make adjustments.
We add value with our total team approach. We meet with clients regularly and include a Financial Physical to update retirement plans, review goals and make adjustments.
We coordinate our efforts with clients’ outside advisors including attorneys, tax professionals and insurance experts. Collaboration with outside advisors enables our team to tailor complementary strategies. We employ a holistic educational approach to help clients make better decisions about their financial affairs and achieve personally meaningful goals.
Entrepreneurs and business owners have unique financial challenges as they balance the needs of their business with that of family and their future. Our team appreciates the importance of a well thought out plan that includes financing and growing a business, succession strategies, and employee benefits.
Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private investor / lender. Prior to joining FourStar Wealth, Kurt was a Financial Advisor with Merrill Lynch, a Vice President and Financial Consultant at a private client investment management group, and Managing Director at Brooks, Berkley & Chase.
Kurt earned a B.A. from Wheaton College in Massachusetts and is a lifelong resident of Cape Cod where he attended Sandwich High School and Tabor Academy. He is a member of the Estate Planning Council of Cape Cod and Philanthropy Partners of the Cape and Islands. Kurt is a registered IAR through FourStar Wealth Advisors and maintains Life and Health insurance licenses. FourStar Wealth Advisors is a SEC registered RIA offering the intimacy of a boutique with the resources of a global organization.
Early in life, athletics and soccer taught Kurt valuable lessons. Kurt was blessed with the opportunity to play soccer internationally and represent the United States in competitions throughout the world. The experiences taught that discipline is rewarded and that there is no substitute for hard work.
When not in the office, Kurt is happiest spending time on the water with family and friends. Kurt is a resident of Barnstable Village with his wife Stacey and daughter Lilly.