OUR STORY

Stewart & Kett was founded in 1996 by David Stewart and Cynthia Kett, each of whom had predecessor financial planning practices. They shared a core belief that clients were best served by an advice-only approach to financial management – one that wasn’t influenced by the sale of financial products.

Led by Principals Cynthia Kett and James MacBride since 2022, Stewart & Kett continues to pursue this vision by facilitating a collaborative team approach to wealth management for their clients.