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The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team
BLU - Beierwaltes, Lipsky and U!

BLU - Beierwaltes, Lipsky and U!

Andy Beierwaltes and Neil Lipsky with their combined breadth of  knowledge of investments, life insurance and retirement planning...and you...just the right team to develop, implement and manage the financial plan that suits you and your future goals.  Andy and Neil are proud to welcome fellow Equitable Advisors, Luke Maciorowski and Slavek (Steve) Laskowski to the BLU-Star Strategic Advisors team.  Luke and Slavek each have more than 16 years experience in the financial industry with Equitable Advisors.  For more information about Andy, Neil, Luke and Slavek click on About Us and Our Firm.

Our team offers a multi-dimensional approach to financial planning.  Like the points on a star, we go through a multi-faceted approach of discovery, analysis, recommendations, implementation, and ongoing reviews, to design an investment plan uniquely for you.

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Ready to contact us?

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1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.