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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.  

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Welcome Message from Melissa Stein

Find out why you should choose a CFP®

Helpful Content

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Financial Strategies in a Post-DOMA World

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Use this calculator to estimate your capital gains tax.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

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What is your plan for health care during retirement?

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Understanding the cycle of investing may help you avoid easy pitfalls.

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If you died, what would happen to your email archives, social profiles and online accounts?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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