Stewart Wealth Management Group

Stewart Wealth Management Group Our Purpose: Help people achieve financial peace of mind to free them to pursue their life's true purpose and passion.

Establishing the right financial advisory relationship at the right time is one of the greatest decisions you will make not only for yourself, but also for the people who truly rely on you—your family, your employees and your customers—especially when considering a strategic business or financial change. The Stewart Wealth Management Group and Janney Montgomery Scott, a firm with over 180 years of

financial services experience, provide advice and solutions that optimize investment strategies while facilitating the development of the lasting legacy you desire. We utilize a consultative approach to help our clients manage their wealth. We take into consideration all aspects of your life to help you effectively plan to meet current needs while staying focused on developing your personal legacy. The crucial step - the information discovery stage - allows us to gain the perspective necessary to identify the optimal portfolio strategy for your specific needs and goals. Once we have gained this perspective, we create diversified investment portfolios using independent money managers and mutual funds via either:

Classic open architecture consulting for $10 million plus portfolios where the client is integrally involved, or

Discretionary portfolio management utilizing one of three portfolios each designed with its own asset allocation target and investment objectives. The North Up Series offers an institutional approach to investing at an attainable level.

It is important not to put off the uncomfortable, but necessary, work of planning your estate. Not sure where to start? ...
03/06/2018

It is important not to put off the uncomfortable, but necessary, work of planning your estate. Not sure where to start? Ask yourself these five questions.

Planning for end-of-life is no one's picnic, but these questions could help spare your loved ones a lot of pain after you're gone.

Janney's Mark Luschini says the market rally is still embryonic and investors will have to wait and see what's to come. ...
03/06/2018

Janney's Mark Luschini says the market rally is still embryonic and investors will have to wait and see what's to come. Tune in to CNBC Power Lunch today at 2 pm for more!

Janney experts discuss the recent pullback, why monetary policy matters, and the four pillars of the market in our lates...
03/06/2018

Janney experts discuss the recent pullback, why monetary policy matters, and the four pillars of the market in our latest Investment Perspectives. Read more:

Investment Perspectives is a monthly publication which provides our market outlook as well as insight into the state of the economy.

It's natural to be concerned about this kind of shift in the market, but more important to maintain perspective and focu...
03/05/2018

It's natural to be concerned about this kind of shift in the market, but more important to maintain perspective and focus on your long-term goals.

After reaching all-time highs on January 26, 2018, the Dow Jones Industrial Average and the S&P 500 went into a two-week slide that saw both...

A new group of must-see cities is forming. Philadelphia, Baltimore, Richmond, and Lancaster make the list of "The 10 Coo...
02/27/2018

A new group of must-see cities is forming. Philadelphia, Baltimore, Richmond, and Lancaster make the list of "The 10 Coolest U.S. Cities to Visit in 2018".

Thanks to grassroots and civic revitalization projects, creative types taking advantage of cheap real estate, and the realization that small can be beautiful, a new list of must-see cities is forming—from San Antonio to Philadelphia to that other Portland

A 347-point rally in the Dow Jones Industrial Average (DJIA) on Friday salvaged a holiday-shortened week for the equity ...
02/27/2018

A 347-point rally in the Dow Jones Industrial Average (DJIA) on Friday salvaged a holiday-shortened week for the equity market.

Our Investment Strategy Group provides commentary regarding economic, political, and market conditions.

 : Investors often do not fully understand the composition of many popular investment vehicles, but the devil is in the ...
02/26/2018

: Investors often do not fully understand the composition of many popular investment vehicles, but the devil is in the details. Read more: http://bit.ly/16UX3bv

Mark Luschini recommends investors stick it out through the volatility. "We'll recover to January highs and then some," ...
02/21/2018

Mark Luschini recommends investors stick it out through the volatility. "We'll recover to January highs and then some," he says, via CNBC Squawk Box.

Philip Guarco, J.P. Morgan Private Bank, and Mark Luschini, Janney Montgomery Scott, discuss the current state of the economy and the markets.

What are technical indicators saying about the direction of the market? Join Dan Wantrobski today on CNBC's Power Lunch ...
02/20/2018

What are technical indicators saying about the direction of the market? Join Dan Wantrobski today on CNBC's Power Lunch to learn what sectors have momentum and where investors should be cautious. Watch LIVE: http://cnb.cx/2ohknLg

Think about what “early” and “ ” mean to you—and set yourself on a path to bring that vision to life.
02/20/2018

Think about what “early” and “ ” mean to you—and set yourself on a path to bring that vision to life.

Whatever your target age—60, 55, or even 50—these 12 moves will help you transition away from the daily grind.

Rising interest rates and inflation fears were the most commonly cited fundamental excuses for the market’s weakness.
02/15/2018

Rising interest rates and inflation fears were the most commonly cited fundamental excuses for the market’s weakness.

Our Investment Strategy Group provides commentary regarding economic, political, and market conditions.

02/12/2018

Stock market corrections are a normal occurrence. Here's a review of our core investment principles for any future (inevitable) market turbulence.

Address

40 Morris Avenue
Bryn Mawr, PA
19010

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