Who We Are

Ben Stewart - President, Chief Investment Officer
Ben Stewart founded Stewart Wealth Management in 2007, after seven successful years as a financial advisor and portfolio manager at Wachovia Securities. Ben serves others with high energy, a pro-active work ethic, and specialized knowledge in the world of investments. He strives to take the mystery out of the complex world of investments by continually educating and communicating with his clients. Ben is passionate about serving others and helping them reach their financial goals. Ben grew up in Novato, California and graduated from California State University of Sacramento in 1996. Ben and his wife Heather have two daughters and reside in San Rafael.

Jared Barnecut - Vice President, Financial Planner
Jared began his financial planning career as a financial advisor with Ameriprise Financial where he created and delivered comprehensive financial plans to a wide variety of clients. Jared earned a Bachelors Degree in Finance and a Bachelors Degree in Accounting from Chico State in 2006. With his passion for finance and his desire to help his clients achieve their individual financial goals, Jared joined Stewart Wealth Management for the opportunity to serve his clients at the highest level possible.

Heather Stewart - Project Manager
Heather Stewart began working with Ben in 2004 after teaching elementary school for 5 years. She is highly relational and detail oriented. She enjoys working with people, setting up accounts, arranging account reviews, and coordinating referrals. Currently, Heather works two days per week at Stewart Wealth Management. In her free time, she enjoys family outings, reading, and walks with friends.