Business Details
11 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
FourStar Wealth Advisors is a Registered Investment Adviser firm headquartered in Chicago, dedicated to helping clients achieve their financial goals through personalized wealth strategies. With a focus on comprehensive planning, we specialize in retirement planning, asset protection, investment management, and legacy solutions tailored to individual needs. Our independent platform empowers advisors to deliver customized services while maintaining flexibility and client-centric priorities. Founded in 2015, we combine industry expertise with a commitment to transparency and ethical practices.Our team of seasoned professionals serves clients nationwide, offering specialized knowledge in areas such as real estate, philanthropy, and corporate executive advising. We prioritize building long-term relationships grounded in trust and aligned with each client's unique vision for their financial future. Through innovative tools and a collaborative approach, we strive to simplify complex financial decisions and deliver actionable results. Our mission is to empower individuals and families to build, preserve, and transfer wealth with confidence.
Services
Asset Protection Planning
Financial Planning
Investment Planning
Retirement Planning
Wealth Planning
Life Insurance
Estate Planning
Tax Efficient Investing
Legacy Planning
Charitable Planning
Details
- Year established: 2015
Highlights and features
- We offer comprehensive wealth strategies tailored to your unique financial goals.
- Our independent platform ensures unbiased, client-centric financial advice.
- Experienced advisors with expertise in retirement planning and asset protection.
- Nationwide service with localized market knowledge in key regions.
- Specialized training in real estate, philanthropy, and corporate executive advising.
Associations and certifications
- SEC
Services
Wealth Planning
Our wealth planning services create customized strategies to grow, protect, and transfer assets efficiently. We analyze your financial situation, risk tolerance, and long-term goals to develop comprehensive plans that integrate investment management, tax optimization, and estate planning. With a focus on intergenerational wealth transfer, we help clients build sustainable financial legacies through trusts, charitable vehicles, and family governance structures.
Retirement Planning
We design personalized retirement plans that coordinate income sources, tax-efficient withdrawals, and longevity risk management. Our approach includes Social Security optimization, pension elections, and sustainable withdrawal strategies tailored to your lifestyle goals. We also specialize in 401(k) rollovers, annuity evaluations, and healthcare cost planning to ensure financial security throughout retirement.
Investment Planning
Our investment planning services focus on constructing diversified portfolios aligned with your risk profile and financial objectives. We employ strategic asset allocation, manager selection, and tax-loss harvesting techniques while maintaining discretion to adapt to market changes. The process includes regular performance reviews and rebalancing to maintain optimal positioning across market cycles.
Estate Planning
We help preserve and transfer wealth through customized estate plans that minimize tax liabilities and ensure your wishes are fulfilled. Services include trust creation, gifting strategies, and coordination with legal professionals to implement revocable and irrevocable trusts, family limited partnerships, and charitable remainder trusts that align with your legacy goals.
Tax Efficient Investing
Our tax-efficient investing strategies focus on maximizing after-tax returns through location-optimized asset placement, tax-loss harvesting, and income stream structuring. We coordinate with CPAs to implement strategies that reduce taxable events while maintaining portfolio growth potential, with specialized expertise in handling complex tax situations for high-net-worth individuals.
People
Brian Kasal
Founder / CEO
MBA graduate from University of Chicago Booth School, guest lecturer, and 20+ year financial industry veteran with expertise in building independent advisory platforms.
Tripti Kasal
Non-operating Co-owner
Senior real estate executive with 25+ years experience, contributing strategic insights from residential sales leadership at Baird & Warner to firm operations.
Chris Reardon
Director of Development
Former executive at Stratos Wealth Partners, bringing expertise in advisor recruitment and practice management with experience overseeing $6B in assets.
Laura Swanson
Director of Operations
20-year financial industry veteran with institutional fixed income expertise, managing operational infrastructure from her Naperville-based operational hub.
Kristine Wonneberg
Marketing Director
Marketing leader with healthcare and corporate experience, developing client acquisition strategies and brand initiatives from her Chicago office location.
Questions
What services does FourStar Wealth Advisors offer?
We provide asset protection, financial planning, investment management, retirement strategies, estate planning, and charitable giving solutions tailored to individual client needs.
Are your advisors qualified and experienced?
Our team includes Certified Financial Planners, Chartered Financial Consultants, and advisors with decades of industry experience across diverse specialties.
Do you serve clients outside Chicago?
Yes, we serve clients nationwide through our network of advisors in 18+ locations including California, New York, Texas, and Florida.
How are your financial planning fees structured?
We offer transparent, flexible fee structures aligned with your specific needs, including asset-based and fixed-fee options for comprehensive plans.
What makes FourStar different from other firms?
Our independent platform combines advisor autonomy with specialized training in real estate, philanthropy, and corporate executive advising for holistic solutions.
