Broker Check
From Boats to Brokers Ready for Retirement? Get Started with Stein Wealth Are you on track for your financial goals?

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.  

Learn More


Welcome Message from Melissa Stein

Find out why you should choose a CFP®

Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow