Financial planning for those who serve
Build wealth that holds course, wherever your mission takes you
Starfleet Wealth helps officers and their families navigate pay, benefits, investing, and retirement with a clear plan and steady guidance — on station or in deep space.
How we help officers and their families
Comprehensive, fiduciary-minded advice tailored to a career in service.
Mission-ready financial plans
A clear roadmap for your goals — from your first commission to command — that adapts as your orders and life change.
Investment management
Disciplined, diversified portfolios built around your time horizon and risk tolerance, not market hype.
Benefits & deployment pay
Make the most of service pay, allowances, and benefits, and keep your finances steady through long-duration assignments.
Retirement & pension planning
Coordinate your service pension and personal savings into a sustainable income for life after active duty.
Estate & legacy planning
Protect your family and your wishes with thoughtful beneficiary, insurance, and estate strategies.
Family & transition support
Guidance for spouses, dependents, and the move to civilian life when the time comes to step down.
“Benjamin understood the realities of a posting away from home better than any advisor we'd met. We finally have a plan that runs itself while we're on assignment.”
Ready to set your course?
Schedule a complimentary introductory conversation with Benjamin Sisko and see how a clear plan can give you confidence — at home and on the frontier.
Book a consultation