About Us |
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Gary Stewart | Financial Consultant
Gary Stewart is a highly accomplished Financial Consultant and host of the weekly financial radio show, Safe Money and Income Radio Show, a program 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. 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. While not working, Gary enjoys spending time with his wonderful family, traveling, and volunteering in the community. |
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Daniel Stewart | Regional Vice President & Financial Consultant
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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. |
Listen Every Week!
Naples' FM Talk KNRS 570 AM
Saturday 9:00-10:00 am |
Newsradio WRVA-AM 1140
Sunday 8:30-9:00 am Newsradio 96.1FM
Sundays 8:30-9:00 am |
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Gary’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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VIRGINIA OFFICE
4932 Dominion Blvd. Glen Allen, VA 23060 |
EMAIL
gary@stewartwealthadvisors.com |
CALL US
(804) 864-5910 |
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FLORIDA OFFICE
999 Vanderbilt Beach Rd. Suite 200 Naples, FL 34108 |
EMAIL
dan@stewartwealthadvisors.com |
CALL US
(239) 325-5115 |
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