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.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This worksheet can help you estimate the costs of a four-year college program.
An increasing number have been developed to help individuals with their personal finances.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
Savvy investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bucket lists don’t have to be for tomorrow.
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.