Advisory Services

An SEC Registered Investment Advisor

Defined Portfolio Strategies

Actively Managed

Everstar Asset Management is an Investment Advisory firm based in Mooresville, NC.  Everstar offers and provides tailored investment advisory and management services to individuals, high-net-worth individuals, families and organizations.  Our firm has a fiduciary duty to act in our client’s best interest.

Total Alignment with Our Investors

Achieving Your Goals Through Expertise

Everstar teams with Advanced Wealth Strategies (AWS), an independent financial planning firm with a central focus on holistic financial wealth management.  AWS offers an extensive suite of services in the areas of Wealth Management, Tax-Advantaged Strategies and 1031 Exchanges.

  • Over 50 Years of Investing Experience
  • Fiduciaries putting Our Client's Interests First
  • In-house Research & Analysis
  • Access to Private Fund Expertise
  • No Conflicts of Interest