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.
Is the "4% Rule" the Gospel truth or wishful thinking?

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.

Daniel is an investment advisor representative of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law.
*Certified Financial Fiduciary® – CFF
The CFF certification is a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.
Daniel Stewart is an investment advisor representative of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Aegis Wealth Management, Inc. and Stewart Wealth Advisors are not affiliated. 
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
EMAIL
gary@stewartwealthadvisors.com
CALL US
(804) 864-5910
FLORIDA OFFICE
999 Vanderbilt Beach Rd.
Suite 200
​Naples, FL 34108
EMAIL
dan@stewartwealthadvisors.com
CALL US
(239) 325-5115
(804) 864-5910  |  gary@stewartwealthadvisors.com
Daniel Stewart is an investment advisor representative of Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. Form CRS.  

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. ​