Jenny Fleming founded Equistar Wealth Management in 2008, with the goal of providing tailored, fee-only investment advice and solutions. Jenny, who brings 23 years of experience to her clients, began her career as comptroller for her family’s business. Following the sale of the business, she was treasurer and vice president for a life insurance company responsible for managing a $95 million dollar portfolio. Jenny then joined Austin Asset Management where she engaged in her passion for advising high-net-worth clients on business transitions, federal income tax, trusts, estate issues, retirement planning, stock options and investing. Several years later Fleming founded Equistar Wealth Mana
Jenny Fleming
Founder & Principal
Equistar Wealth Management
United States, Texas, Austin
About Me
Profile Information
Founder & Principal
Equistar Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
Sep 16, 2024
Keylinks
More profiles to browse
LV
Laura Vollrath
Wealth Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST