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Woven hammock on a tropical beach with mountain views
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Plan. Invest. Enjoy.
Christopher Stewart, CFP®
Retirement Planning and Investment Strategies

4932 Dominion Blvd.
Glen Allen, VA 23060-6766

Phone:

804-864-5912

Fax:

804-864-5930

E-mail:

chris@stewartwealthadvisors.com

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Stewart Wealth Advisors LLC.

Today's investment climate offers unprecedented opportunities. At Stewart Wealth Advisors LLC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

Here, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

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Visit often, as our content is constantly changing. For help with your financial management, or for more information on Stewart Wealth Advisors LLC, please contact us today.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck