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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Smart investors take the time to separate emotion from fact.