An Independent Firm Working Toward Your Goals
At Stockwell Wealth Management, our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial and investment strategies and recommendations our clients trust. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs. We deliver on both of these needs.
As an independent firm, we take an individualized approach with every person. We look at your goals, objectives, and risk tolerance in order to craft customized strategies. By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first. Through a hands-on approach and proactive process, we strive to empower you to make well-informed financial decisions and feel confident in your future.
I have been serving families and businesses throughout the United States for more than 25 years. I take pride in knowing I have made a difference in my clients’ lives. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, please contact me to learn more about how I may be able to help.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Life insurance proceeds are generally tax-free. But not in all cases.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The earlier you start pursuing financial goals, the better your outcome may be.
Currency has been around for a long time. Here’s a quick history lesson.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.