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
Our process is holistic and we address all aspects of your financial life: investments, planning for your estate, retirement, education, taxes & insurance. As part of our holistic planning 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.Learn More
Welcome Message from Melissa Stein
Find out why you should choose a CFP®
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This worksheet can help you estimate the costs of a four-year college program.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Ascertaining the value of your business is important for a variety of reasons.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.