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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

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.  

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Welcome Message from Melissa Stein

Find out why you should choose a CFP®

 

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Buy or Lease an Auto?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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