Your Legacy Matters


Our Purpose: Help people achieve financial peace of mind to free them to pursue their life's true purpose and passion.

Our Mission: Deliver high quality returns -- generation to generation


Establishing the right financial advisory relationship at the right time is one of the greatest decisions you will make not only for yourself, but also for the people who truly rely on you—your family, your employees and your customers—especially when considering a strategic business or financial change.

The Stewart Wealth Management Group and Janney Montgomery Scott, a firm with over 180 years of financial services experience,  provide advice and solutions that optimize investment strategies while facilitating the development of the lasting legacy you desire.


See our ad in Ski Area Management Magazine.

See our Ski Resort Timeline ad in SAM Magazine online.