Astra Wealth Management

Welcome to Astra Wealth Management! Thank you for taking the time to learn more about our firm—we look forward to connecting with you. At Astra Wealth Management, we provide personalized financial planning and investment management for individuals and families navigating financial complexity. We serve high-net-worth families and high-income professionals—including retirees, business owners, sales professionals, and multi-generational families—who value thoughtful guidance and a long-term partnership. Based in San Diego, California, we proudly serve clients nationwide. Many of our clients come to us during pivotal life events—retirement, equity compensation milestones, business transitions, job changes, inheritance, or major lifestyle shifts. Our specialty is helping clients make confident, informed decisions during these life-defining moments. Our services include: • Comprehensive financial planning • Portfolio management • Tax planning • Estate and legacy planning • Equity compensation and business transition planning • Insurance and risk management As an independent, fiduciary firm, we help clients align their wealth with what matters most—offering clarity, confidence, and a plan built for the long term.

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