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®
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A letter of instruction provides additional and more personal information regarding your estate.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.