LakeStar Wealth Management, LLC dba nestegg advisory (referred to as “nestegg”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where nestegg and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by nestegg unless a client service agreement is in place.

Any information presented through this website should not be construed as personalized financial planning or investment advice. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, LakeStar Wealth Management, LLC dba nestegg advisory (referred to as “nestegg”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Nestegg does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk.

Under no circumstances shall nestegg be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if nestegg or a nestegg authorized representative has been advised of the possibility of such damages. In no event shall LakeStar Wealth Management, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.



Our highest priority is keeping your financial data safe and secure. We use multiple layers of security, in every component of our systems, to keep your accounts and your money safe, and your information private.

Strict internal access controls – no individual at nestegg has access to your credentials. No one can ever touch your money. You can’t move money in, out or between any account you connect to your nestegg dashboard.

To learn more about the security systems and practices of our partners, please visit:





To report a security vulnerability or issue, please contact us.