Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us
Gary Stewart | *Certified Financial Fiduciary®
Gary Stewart is a highly accomplished Financial Consultant dedicated to addressing the needs for retirees to plan and protect their retirement.

As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.
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Gary holds a B.S degree in Business Administration from the Rochester Institute of Technology and the Executive Management Program at the Wharton School of Business. He has numerous industry awards for his financial success and client service.
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While not working, Gary enjoys spending time with his wonderful family, traveling, and volunteering in the community.
[email protected]
​(804) 864-5910
[email protected]
(239) 325-5115

Daniel Stewart | Regional Vice President & Financial Consultant
                              *Certified Financial Fiduciary ®

Daniel Stewart is Regional Vice President and an accomplished Financial Consultant at Stewart Wealth Advisors. Daniel has extensive knowledge in retirement planning, portfolio and asset management, and insurance. His prior experience working as a Financial Advisor for hundreds of clients at a bank and credit union has made him an expert in the holistic approach to financial advising. Daniel believes that the client must always be put first.

Daniel is a *Certified Financial Fiduciary ®, which upholds financial professionals to always act in a fiduciary capacity. Under the *Certified Financial Fiduciary designation, one must act with the highest moral, ethical and fiduciary guidelines and practices with their clients.

​Daniel received his undergraduate education at Christopher Newport University in Newport News, VA. Daniel lives in Southwest Florida and he enjoys the benefits of being so close to some of the most beautiful beaches in the world. When not working, Daniel enjoys biking, tennis, and a good barbeque.

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Is the "4% Rule" the Gospel truth or wishful thinking?
Our Services
What We Do For Clients
Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.

Sequence of Returns

​Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.
We Love To Meet New People!
Contact Us
VIRGINIA OFFICE
4932 Dominion Blvd.
Glen Allen, VA 23060

​(804) 864-5900
FLORIDA OFFICE
999 Vanderbilt Beach Rd., Suite 200
​Naples, FL 34108

(239) 325-5115
EMAIL
[email protected]
(804) 864-5900  |  [email protected]

The information provided herein is the exclusive property of Stewart Wealth Advisors. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
​ © 2021. Stewart Wealth Advisors. ​
Privacy Policy
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Stewart Wealth Management LLC DBA Stewart Wealth Advisors and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Stewart Wealth Management LLC DBA Stewart Wealth Advisors an Investment Advisor in the State of Florida and Virginia. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Fidelity Insurance Agency of VA. Stewart Wealth Management LLC DBA Stewart Wealth Advisors and Fidelity Insurance Agency of VA are unaffiliated entities. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
*Certified Financial Fiduciary® – CF2 Gary Stewart and Dan Stewart each hold the Certified Financial Fiduciary® designation, which is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to help protect them. The designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF; who agree to uphold the NACFF code of conduct; and who comply with all certification requirements when providing advice to potential or existing clients.Financial professionals who have earned the Certified Financial Fiduciary® designation can immediately and clearly demonstrate expert knowledge of fiduciary standards, and how they practice a fundamental obligation to always put their clients’ best interests first. Additionally, designees are bound by a code of conduct that holds them to the highest standards of professionalism in the financial services industry.
 Gary Stewart is not an employee nor affiliated with Stewart Wealth Management, LLC.