Stephen T. Lee-President/Portfolio Manager
Stephen Lee is President and the founder of EquiStar Wealth Management, an Independent Registered Investment Advisory firm located in Winter Park, FL. For over 20 years, he has helped individuals preserve and grow their wealth. Stephen’s entrepreneurial spirit drove him to establish EquiStar in order to fill an important gap in investment advisory models that predominately offer/promote over-diversified portfolios.
Mr. Lee has over 20 years of direct investment experience, is a CERTIFIED FINANCIAL PLANNER ™, a real estate agent and insurance license, and has a broad banking background making him one of the most experienced money managers in practice today. As an active member in the Orlando community for over 35 years, Mr. Lee has served as a volunteer with Junior Achievement, ALS society of Central Florida, and the City of Maitland’s Fiscal Advisory Board and Transportation Advisory Board.
Mr. Lee holds a Master’s of Business Administration in Finance from the Crummer Graduate School of Business at Rollins College and a bachelor’s degree in finance from Furman University. Stephen enjoys jogging, golf, and is of course a self-confessed addict to the stock market.
“Small independent firms with excellent people focused on a well-defined market segment and strategy provide the highest likelihood of identifying the intelligent contrarian path necessary to achieving excellent investment results.” –David Swenson….Chief Investment Officer of Yale University
What We Do
Our Business Model
Equistar Wealth Management Inc. is a fee-only independent Registered Investment Advisor and is privately owned. We are not stockbrokers or insurance agents pushing products for a commission. We are money managers that “eat our own pudding!” With assets at TD Ameritrade Institutional/Schwab, we offer an open architecture that allows us to provide guidance and earn professional fees rather than commission. We are honored to serve you in a fiduciary capacity by aligning your interests with ours and offer transparency and objectivity.
1. Investment strategies tailored to the client’s individual circumstances.
2. Portfolios can work more efficiently (why put your hard-earned money into your 100th best idea). No Overdiversification!
3. Varying risk tolerance means a portfolio focused to meet your individual needs