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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Simple steps may help you foil hackers and protect your privacy.
It's important to understand the pros and cons when considering a prepaid debit card.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.