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®
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Being healthy not only makes you feel good, it may also help you financially.
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.