STEWART WEALTH MANAGEMENT

Our goal is to maximize diversification while minimizing expenses, taxes, and emotion. We strive to increase investor discipline, and goal based asset allocation. In addition to a constructing a liquid ETF portfolio, we think implementation of a core real estate strategy will lower volatility, taxation, and improve investor behavior... Each client will periodically receive a financial plan that will show them their projected future cash flow during retirement years. It is important for clients to know the path they are on and where they are going. We believe most people will live until 100 years of age and we should plan accordingly. SWM can also provide Monte Carlo simulations to measure probability of various outcomes... Strategies to Build Wealth for Pragmatic Investors Get Started Fee-only Compensation SWM only receives fees as a percentage of assets under management. This creates a fiduciary relationship as well as a long term partnership with our client's goals. Household..

Primary location: San Rafael United States