Stewart
Financial Management


Personalized Financial Services

Welcome to
Stewart Financial Management, Inc.

Stewart Financial Management, Inc. (SFM) is a full-service Investment Management and Financial Planning institution. The firm specializes in a diverse array of investment vehicles to support the complex needs of today's investors. SFM works to implement and provide a variety of wealth management tools that are fitting to investors' short and long term wealth management objectives. No matter what your investment goals are, SFM will aid you in identifying, assessing, and planning for your financial future and providing the investment instruments needed to achieve them. The intense dedication to performing a financial analysis, commitment to clients' individual needs, and the years of experience in the financial markets has enabled us to standout from the competition.

 

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About

Robert W. Stewart Jr. RFC® - is the Founder, President, and CEO of Stewart Financial Management Inc. (SFM). He started his career in the financial services sector as a Registered Representative on Wall Street, NYC in 1993. During the past 21 years, Robert has diligently worked with and serviced a diverse and ever-growing group of individual and business investors. He has navigated clients though volatile and turbulent markets, and earned a reputation for honesty, integrity, and commitment among his peers and clients.

Robert has managed branches and office operations on Wall Street and on 3rd Avenue, New York City, as well as in Iselin, Rutherford and Park Ridge New Jersey. As a branch manager, Robert supervised the operations of Registered Representatives and ensured the enforcement of strict regulatory, legal, and ethical code of conduct. While employed as a branch manager, Robert continued servicing and catering to his existing client base. In this capacity, Robert was able to lead by example ensuring professional values while continuing to do what he professionally values most.

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Working with SFM - Capital Management Process

Now more than ever, portfolios need to be custom fitted and structured to meet the various needs and requirement of diverse investor demands. Since no two investors are a like, you need a custom plan structured around you, not the other way around.

To gain absolute understanding of your needs you'll be carefully listen to in evaluating your current financial concerns, desires and goals. An unbiased assessment of current investment plan will be conducted to see if it meets your requirements and conform to your objectives, risk tolerance, and suitability. If you don't have a plan, we'll construct a customized plan especially for you. If you have one, we'll tweak it to better handle your investment targets and desired intent. You will be provided with sound advice, solid financial planning, and reliable strategies that meet your overall investment qualifications. In the implementation process of the various steps, you will be consulted and included in all aspects of decision making and execution. Furthermore, for the entirety of the relationship, your investments will be continually monitored and you'll be regularly updated to ensure plans, goals and targets are meet and adjusted to ever changing life requirements.

Services

Stewart Financial Management, Inc. delivers high quality investment portfolios, individually customized to meet clients' diverse investment goals and financial objectives. The firm handles all aspects of investments; ranging from capital managed portfolios to college and retirement accounts. The firm deals in a variety of products, including but not limited to, Stocks, Bonds, Mutual Funds, Options, ETF's, CD's, and Life Insurance. The firm also provides fee-based financial advice to meet personal and business investment intentions.

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Our Commitment


"I am confident that my versatility, skills and knowledge base will be an asset to your investment needs.
I would greatly appreciate the opportunity to discuss the valuable contributions
Stewart Financial Management can make in your future."

- Robert W. Stewart Jr. President, Founder and CEO

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