Our full spectrum financial planning and tax services ensure that whatever your needs, during every phase of your life, you’re covered by an expert team of professionals who treat you and your financial well being with compassion and respect. Our three main service areas – fee-only financial planning, investment consulting, and tax services – each include a wide range of specific areas designed to provide you and your family with everything you need to create the healthy financial outlook – and outcomes! – you deserve.

Our advice-only Services

If you need it, chances are, we offer it! Don’t see exactly what you’re looking for? Give us a call and we’ll do our best to help.

Financial Planning

From life events to retirement, charitable giving, cash management, estate planning, and more, we’ll help you lay a solid foundation to grow your wealth.

Investment Consulting

Without hidden agendas or fees, we handle portfolio manager searches, do-it-yourself ETF portfolio setups, and assessments of portfolios, large and small.

Tax Services

Optimize your individual, corporate and estate income, and investments with our tax accounting, planning, and preparation services.

How can we help you?

We’d love to talk in person, by email, phone or video call

What Clients are saying about Stewart & Kett