Who We Are


Ben Stewart - President, Chief Investment Officer

Ben Stewart has 18 years experience as a financial advisor and portfolio manager. He founded Stewart Wealth Management in 2007, after spending seven successful years as a Vice President at Wachovia Securities. Ben serves others with high energy, a pro-active work ethic, and a creative investment approach to build wealth. He strives to take the mystery out of the complex world of investments with simplified communication and effective stratgeies . Ben has specialized knowledge in not only stock and bond markets, but also real estate investments. He 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 joined Stewart Wealth Management as an advisor in April 2007. He began his financial planning career with Ameriprise Financial where he created and delivered comprehensive financial plans to a wide variety of clients. Jared earned Bachelors Degrees in both Finance and Accounting from Chico State in 2006 and earned his CFP® certification in February of 2012. Jared grew up in Novato, California. Jared and his wife Ashley reside in Petaluma. In his free time, he enjoys snowbaording, wakeboarding, and coaching sports at the local Boys & Girls Club.

David Wolfensperger, CFP® - CERTIFIED FINANCIAL PLANNER™                       

David has over 25 years of experience in the financial industry and has been a lifelong investor. David started his career at Charles Schwab & Co. where he focused on Risk Management. After several years at Schwab, he moved on to UBS Paine Webber, AG Edwards and lastly, First Republic Investment Management where he worked closely with clients to ensure that their financial needs were met. Understanding the emotional aspects of investing, David strongly believes that a client’s trust is priority number one. He thrives on explaining a client’s financial options and collaborating with them to chart out their own unique financial path. David was born and raised in Orinda, California and he graduated from University of California, Berkeley in 1992. He enjoys fly-fishing, hiking, mountain biking and spending time with his wife Bethany and his two young boys.

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.  Heather also assists with compliance projects. In her free time, she enjoys swimming, family outings, reading, and walks with friends.