COMRA
Client Login

About US

Curtis Stoner,
Founder & Financial Professional

With nearly 20 years of experience in the insurance and financial services industry, Curtis has dedicated his career to helping individuals, families, and business owners navigate the complexities of retirement planning, Social Security optimization, and wealth management. His experience allows him to develop tailored strategies that help clients optimize their retirement benefits, and create a sustainable financial future.

As a combat veteran and former member of the 101st Airborne Division, Curtis brings the values of discipline, integrity, and commitment into every client relationship. His military background instilled in him a deep sense of responsibility and strategic thinking—qualities that are essential in building personalized, results-driven financial plans.

5-Step Retirement System

As traditional pensions become increasingly rare, healthcare costs continue to rise, and economic uncertainty persists, many Americans feel overwhelmed when planning for retirement. However, you don’t have to navigate this journey alone.

Our New Generation Retirement® system provides a structured, five-step approach to retirement planning, built on the core principles of fiduciary responsibility, transparency, and advanced technology. This system is designed to help you create a secure and well-structured retirement strategy tailored to your unique financial goals.

  • 1. Selecting A Financial Services Professional
  • 2. Fact & Feeling Finder
  • 3. Retirement Planning
  • 4. Solutions & Executing
  • 5. Ongoing Relationships

Three Core Principles of Our System

Along with a holistic and straightforward five-step approach to retirement planning, TriStar Wealth Advisors, LLC ensures the successful execution of your retirement strategy through our three core principles: fiduciary responsibility, transparency, and innovative technology.

Fiduciary

Choosing a reliable financial professional is a crucial part of your retirement strategy. At TriStar Wealth Advisors, LLC, we are committed to a fiduciary standard of service, meaning we are legally and ethically obligated to act in your best interest. Our approach is built on transparency and integrity, ensuring that every strategy we recommend aligns with your financial goals and long-term well-being.

Transparency

We prioritize transparency by ensuring that every step of our process is documented and that all reports and records are easily accessible to you. This approach not only allows us to track the progress of your strategy and make informed adjustments as needed, but it also provides you with clear insight into how we are acting in your best interest. Our dedication to transparency is reinforced by a strong foundation of cutting-edge technology, giving you confidence and clarity in your financial journey.

Technology

We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.

Why Choose Us?

  • Comprehensive Wealth Planning – We take a holistic approach to your financial picture, from investment strategies to estate and tax planning.  Neither the Company nor its agents or representatives may give tax, legal or accounting advice. The owner/client should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.

  • Client-First Philosophy – As fiduciaries, we are committed to acting in your best interests, offering transparent and objective guidance.

  • Strategic Partnerships – Through Gradient Advisors and other industry leaders, we provide access to top-tier financial solutions and resources.

  • Veteran-Owned Business – We bring discipline, trust, and dedication to our work, ensuring you receive the highest level of service.