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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Understanding how a stock works is key to understanding your investments.
What does the Tax Reform and Jobs Act mean for you?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
That big list of dreams and goals isn't the only way to look at your bucket list.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.