LUESINK STENSTROM FINANCIAL

Overview

Luesink Stenstrom Financial is an independent registered investment adviser that serves individual and family clients with a blended advisory model emphasizing discretionary portfolio management and financial planning. The firm acts as a capital allocator, combining liquid public market exposure with third‑party alternative strategies to build diversified portfolios. Its client work includes portfolio management for individuals and small businesses, financial planning, selection of other advisers and pension consulting services — although the firm is not registered as a pension consultant. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, which supports both ongoing wealth management relationships and one‑off consulting or planning projects. The firm does not position itself as an active ESG investor and manages a concentrated set of client relationships rather than a broad retail base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices