Stewart Wealth Management

At Stewart Wealth Management, we believe that the most powerful force in the universe is compound interest - a concept eloquently stated by Albert Einstein. Our mission is to harness this power to help our clients achieve their financial goals. We strive to provide personalized investment solutions that cater to each individual's unique financial situation and aspirations.

Maximizing Portfolio Diversification

Our team of experts is dedicated to maximizing portfolio diversification while minimizing expenses, taxes, and emotions. We employ a combination of liquid ETF portfolios and core/satellite portfolio management techniques to deliver consistent performance, diversification, and a robust portfolio.

Core/Satellite Portfolio Management

By building the foundation of each portfolio with a large "core" group of investments, we create a solid base for long-term growth. The core is composed of exchange-traded funds and income-producing index funds, strategically designed for long-term investment with relatively low volatility and turnover. The satellite positions are smaller holdings that are sector-based with higher volatility than the broad-based core holdings. Together, these strategies seek to deliver consistent performance, diversification, and a portfolio with several non-correlating assets.

Implementing Tax-Saving Strategies

At Stewart Wealth Management, we understand the importance of setting up the proper type of qualified plan to save money on taxes. Our experts create customized tax-saving strategies for clients, taking into account their unique financial situations and goals. We believe that a well-crafted plan can significantly reduce tax liabilities and ensure financial freedom.

Retirement/Financial Planning

As individuals approach retirement, it's essential to have a clear understanding of their projected cash flow and financial goals. Our team of experts creates personalized financial plans that provide clarity on a client's financial path and potential outcomes. We believe that a proactive approach to retirement planning is crucial for a secure financial future.

Who We Are

At Stewart Wealth Management, we are passionate about helping our clients achieve their financial goals. Our team of experts is dedicated to providing personalized investment solutions that cater to each individual's unique financial situation and aspirations.

Ben Stewart, our President and Chief Investment Officer, has over 18 years of experience in the financial industry. With a strong background in finance and economics, Ben is dedicated to creating customized investment strategies that cater to each client's unique needs.

Our team of experts includes Jared Barnecut, a Certified Financial Planner (CFP) with a passion for helping clients achieve their financial goals. Jared brings over five years of experience in the financial industry, with a focus on comprehensive financial planning and investment management.

David Wolfenspeigner, another member of our team, has over 25 years of experience in the financial industry. With a strong background in risk management and investment strategies, David is dedicated to helping clients navigate the complexities of the financial market.

Conclusion

At Stewart Wealth Management, we believe that the most powerful force in the universe is compound interest. Our team of experts is dedicated to helping our clients harness this power to achieve their financial goals. We strive to provide personalized investment solutions that cater to each individual's unique financial situation and aspirations.