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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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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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.