1700 Ashwood Drive
WHO WE ARE
We are CFP® professionals who put your interests ahead of ours
WHAT WE DO
We provide direction by creating strategies tailored to your goals
What We Do
We are accountable to our clients – we say what we do, and we do what we say
Your financial life journey has many twists and turns. At Stein Wealth Advisors, we understand the many challenges you face along the way. Our goal is to help you feel confident about your future, pursuing your vision as efficiently as possible. We develop comprehensive, customized financial strategies that address your short-term and long-term goals. Most importantly, we offer ongoing support, professional advice and customized guidance.
Josh, Melissa & Joe provide clarity around the transition process i.e. online access, paperless settings, tax season preparation, portfolio questions and respond to client questions.
We believe financial advice is about having a plan that is customized to reflect your life’s goals beyond just your finances
I'm already retired, but am I still on the right track? Why is planning for retirement so complex? Let us give financial confidence.
If you are within 10 years of retiring there are strategies you can use to manage financial stability throughout your retirement. You’re almost there! Are you ready?
Your financial life journey has many twists and turns. When life presents a detour, you will be ready - we can show you how
You have already accomplished a lot, both in your career and your personal finances. It’s time for a collaborative approach, to save you time and give you value.
As a woman-owned firm, we understand the unique challenges women investors face.
Every Financial Journey Has a Beginning – We have your roadmap
What Is Your Risk Number?
Find out in 5 minutes
Capture your risk tolerance and see if your portfolio fits you
Free Portfolio Risk Analysis
A glimpse into our typical client experience and the level of service we provide.
When you call our office during regular business hours, you can expect to hear the voice of an SWA team member on the other end. It is important to us that our clients receive personalized service and find value in providing our team with the opportunity to interact with our clients.
Having access to your Advisor and the ability to get in touch with them easily is important. We take pride in our team’s ability to provide assurance and connect you with your Advisor that meets your expected timeframe if not sooner.
At SWA, our motto is to “close the loop”. We reach resolutions quick with adequate response times and prompt customer service. Our team will acknowledge your request and provide updates throughout. This level of service is what sets our client experience apart.
When visiting our office, whether we’re expecting you or not, you’ll be greeted by a member of our team. Typical office visits include scheduled meetings or additional complimentary services such as notary requests and dropping off shredding. Regardless of the reason, our team is always happy to assist. While you’re here, enjoy our Refreshment Station fully stocked with a variety of coffee, beverages, and snacks.
Meeting schedules are discussed during the onboarding process and tailored to your needs. We offer a regular meeting schedule or the ability to schedule upon request – in person or virtual.