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.Learn More
Welcome Message from Melissa Stein
Find out why you should choose a CFP®
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One way to find money is to examine your current spending habits and eliminate money wasters.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: right now.
Agent Jane Bond is on the case, covering how bond laddering works.
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?