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Achieving Success by

Working Together

We strive to serve our clients through deep and meaningful relationships that last for generations.

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Wealth Management

At Stark Miller we view WEALTH as more than just money.  We see wealth as our clients unique blend of:

 

Personal Capital

values, family, heritage, traditions, health, spirituality, friends

 

Intellectual Capital

education, experience, wisdom, ambition

 

Social Capital

taxes, philanthropy, community

 

Financial Capital

financial assets, investments, life insurance, business and real estate

 

Every client’s personal definition of wealth is different each and every wealth management plan is tailored to that clients core capital and wealth objectives.

 

We want to manage your wealth to ENHANCE your life.

Our Services

  • Overview
  • Wealth Management
  • Insurance
  • Retirement Planning
  • 401(k)/Retirement Plan Vendor Evaluation
  • Mergers and Acquisitions Due Diligence for 401(k)s
  • Retirement Plan Implementation

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (510) 839-4852
Fax: (510) 839-4853

Jason R. Pera: jpera@starkmillerfbg.com
Marc T. LaRhette: mlarhette@starkmillerfbg.com

3650 Mt. Diablo Blvd., Suite 104, Lafayette, CA 94549

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To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck

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Stark Miller Financial Benefits Group is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Woodbury Financial Services, Inc.

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