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: Learn all that we can about our clients to enable us to help them develop and manage their lifetime legacies.
We are committed to making the management of your wealth manageable for you.
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.