Bringing transparency, structure, and confidence to your finances

The Stewart Group is a multigenerational financial advisory team of creative, skilled and experienced financial strategists, located in Chevy Chase, Maryland, providing quality client service and a broad spectrum of wealth management services and solutions. The primary focus of our investment practice is advising and servicing individuals, families, and small business owners to help them address their investment goals. Our deep commitment to clients is defined by three core principles: clients first, a defined process, and dedicated service standards.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet The Stewart Group

Learn more about The Stewart Group

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Latest Insights

Man looking at financial data

The push and the pull of U.S. earnings

May 09, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Private events & seminars

To host a private event or seminar, please contact Stephanie Hernandez at stephanie.hernandez@rbc.com for more information.