Stewart Wealth Management
Stewart Wealth Management, Inc.
1050 Northgate Dr. Suite 50
San Rafael, CA 94903
Phone:415-499-1544

Mission Statement
Our mission is to provide objective investment advice and guidance with the highest level of personal service to help clients achieve their financial goals. We believe values such as honesty, integrity, commitment, and mutual respect are essential to every relationship.

Philosophy
Our philosophy is based on the proactive process of seeking investment opportunity while managing risk. I strive to skillfully guide and navigate my clients through changing markets.

Fee-only Compensation
SWM only receives fees as a percentage of assets under management (generally 1% or lower on an annual basis).  This creates a win-win relationship with our clients. Hidden fees or commissions do not impact or cloud our investment philosophy.  There are no inherent conflicts between what is in the client’s best interest and less attractive investments that pay high commissions.