Objective advice.
Genuine care.
Clarity & confidence.

Comprehensive wealth planning to help you confidently navigate financial complexity.

It’s about more than just money

Successful wealth management starts with understanding what matters most to you. We then help you develop an action plan to create lasting impact—for you, your family, and society.

We take your financial
well-being personally

Financial clarity, simplified.
Our comprehensive wealth planning gives you a clear perspective on your finances—without losing sight of the details.
Hands-on collaboration.
We partner with you and your advisory team to guide, refine, and monitor your progress toward your financial goals.
Trust built on integrity.
We build lasting relationships based on transparency, integrity, and trust—with no hidden commissions or trailer fees.

Work with a team who knows you

Your life changes over the years—your finances should too. We take the time to get to know you and your unique situation, so your strategies can be adapted to your evolving needs.

This ensures your wealth management plan is always perfectly suited to you and your family, now and in the future.

“Stewart & Kett truly prioritizes its clients’ best interests…”

“…After more than 27 years as clients, we have experienced firsthand how Cynthia and her team delve into financial, tax, investment, and estate planning. Cynthia’s expertise and genuine care give us peace of mind, knowing our financial goals are in great hands. Our trust in her is so strong that we’ve even named her as the Executrix of our Estates.”

– BBC, private investors and retired business owners

Fully integrated, personalized support
for every aspect of your wealth planning

Comprehensive Wealth Planning

Detailed analysis, projections and advice to align your wealth plan with your goals, values and evolving priorities.

Tax Planning

Integrated personal, corporate and trust strategies to minimize and simplify your taxes.

Investment Portfolio Oversight

Independent oversight with tailored advice to help you confidently grow, protect, and manage your investments.

Insurance & Risk Assessment

Thorough assessment of your risks and needs to develop effective, personalized insurance coverage strategies.

Estate Planning & Administration

Expert guidance for estate planning, with seamless coordination across your estate administration team.

Charitable Giving

Customized giving plans designed to maximize financial efficiency and create lasting personal and philanthropic impact.

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