At Starboard Wealth Strategies, our passion is helping individuals, families, and business owners achieve their best life through a personalized and strategic planning approach.

We help individuals and families take control of their financial future with a clear, strategic plan. From managing cash flow and investments to protecting assets and building generational wealth, our process is designed to bring confidence and alignment between your finances and the life you want to live.

Through our experience working with established businesses and owners, we’ve identified 3 key problems business owners face around the question of their business’s value. First, if the business is worth so much, how do we protect that value? Second, if employees are our business’s greatest asset, how do we grow that value? And finally, the question of how will you realize the full value of your business when it’s inevitably time to exit?

Meet the Team

Alliance Advisory Group

Established in 1979, "AAG" prioritizes client relationships, crafting strategies to achieve their goals. With a focus on impacting lives positively through wealth protection, accumulation, and efficient distribution, we serve over 25,000 clients, managing $2 billion in assets administered across multiple offices in Buffalo, Rochester, Jamestown, and a nationwide presence as of 12/31/2022.

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