A complete list of active advisors currently associated with Stewart Wealth Management, Inc.

Warmer can help you find a great advisor at Stewart Wealth Management, Inc. or one who fits your needs even better.

Stewart Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, qualified retirement plan sponsors, endowments, and business entities. The firm delivers discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and separate consulting on private placements and other alternative investments. Investment decisions are guided by strategic asset allocation, diversification and a core‑satellite approach that emphasizes low‑cost, institutional‑class mutual funds and ETFs and long‑term, tax‑aware rebalancing consistent with Modern Portfolio Theory. The brochure also makes clear that, for suitable clients and accounts, the firm may employ derivatives (for example, options and futures are listed among potential investments) and may use structured or borrowed positions and private placement vehicles. Noteworthy features include the firm’s explicit treatment of derivatives and potential use of borrowing or structured‑finance arrangements in separately managed accounts—capabilities that are less common among peer team firms. The firm also combines these capabilities with private placement consulting and pension plan services while managing a relatively large asset base with a small advisory team.

To learn more about the advisors currently working at Stewart Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.