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.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s 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.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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

Proud Sponsor of Women's Fest 2022

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Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023 | Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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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.