The Stewart Group

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.

Keeping an even keel

In sailing, the idiom “keeping an even keel” refers to the approach of holding a ship in a balanced, level, and stable state. For crew and passengers, the benefits of such an approach include improved maneuverability, increased safety, and an overall more enjoyable experience. Similarly, by maintaining a balanced investment approach and keeping an even keel in portfolio positioning, investors can also be well prepared for both calm seas and choppy waters.

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I appreciate the opportunity to serve and help you accomplish your long-term financial goals.

Susan Stewart wins seat on Board of Commissioner for City of Rehoboth Beach

Congratulations to Susan Stewart on her election victory to the City of Rehoboth Beach Board of Commissioners!

Susan’s campaign was an example of true leadership rooted in purpose and a genuine connection to the members of her community. Her dedication, integrity, and commitment to Rehoboth Beach has been inspiring to witness. I am incredibly proud of her for this achievement and excited to follow her journey as she steps into this well-deserved role.

https://www.capegazette.com/article/stewart-and-galanty-win-rehoboth-beach/294757

Wealth insights guide for young professionals

Today’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

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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