Strengthening your financial security

Value statement

We are a multigenerational team, able to offer guidance and oversight across lifetimes, and equipped to understand the concerns and needs of multiple generations. With empathy, active listening and a high level of client service, we are here for our clients at every stage of their lives.

We seek to establish long-term relationships built on a foundation of mutual trust and respect. Collaboration allows us to inspire confidence in our clients and helps us articulate, establish and accomplish goals, as well as to revisit client objectives on a regular basis. We create individually constructed wealth management plans that cover the various aspects of our clients’ lives and use disciplined investment strategies to help them achieve their goals.

Investment philosophy

We construct portfolios from a client service perspective—portfolios are designed foremost to address our clients’ needs and their risk tolerance. We help maximize equity exposure, with a focus on quality and domestic markets, and add diversification through size, style, asset class and product. Through qualitative consideration, we want to help our clients achieve their wealth goals while addressing their immediate and long-term concerns.

Proud to work with a nationally recognized teammate

At The Sturtevant Group, we are very proud that Financial Advisor Amy Sturtevant has been named a Forbes Top Women Wealth Advisors Best-in-State in 2022, 2023 and 2024 and a Forbes Best-In-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Amy!

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Taking the Next Step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet the team 

Learn more about us

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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