Welcome to Stein Wealth Advisors
Choosing a financial planning relationship can be one of the most important decisions you make and we take that seriously. Stein Wealth knows that every client is unique. Our goal is to understand an individual’s circumstances before recommending or advising a solution. It is only then that we can truly assist in coordinating a client’s financial life and recommend investment products and planning solutions. We have an integrated and holistic approach that is client-centric and governed by our guiding principles:
Guiding Principle #1: Personal & Continual Attention
Stein Wealth is committed to an above and beyond service experience for our clients. We have systems and processes that allow us to personalize your customer service experience. We create a tailored relationship for each client. We are committed to proactively managing your financial life. We do it for you, we don’t just tell you what to do. We walk you through every step of the way. Our goal is to reduce your worries about your financial security.
Guiding Principle #2: Objective, Holistic, High Quality Advice
We make investment recommendations only after considering a wide range of investment products and always with your best interests in mind. Our investment recommendations are continually evaluated and updated to pursue your personal financial goals. We are objective because we have no proprietary products that limit our clients’ choices.
Guiding Principle #3: Stein Wealth is a Resource Hub
As part of our holistic approach, we integrate other respected professionals such as world class money managers, economic analysts, CPAs and attorneys into the process to ensure all aspects of your financial life are taken into account.
Welcome Message from Melissa Stein
Find out why you should choose a CFP®
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Second marriages are a trigger event to revisit any existing estate strategies.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.