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Wealth Management

Wealth Management

What is Wealth Management?

Comprehensive Wealth Management means combining all the issues and people which affect your current financial position and future goals into one manageable, controllable picture. At Stuart Financial Group, it's more than investing; it's more than estate planning. It's satisfying the dynamic needs of our clients and the world in which they live. Our goal is to get everyone working in the right direction—your direction. 

Using a team approach, we can close the gaps between your current status and your future goals, helping you to make wise decisions concerning your wealth.
Statistics show that on average, people enter into the wealth management process five times but generally do nothing. 
We feel this can be attributed to two items:

  • Advisor bias
  • Lack of clarity

Without a properly assembled team of advisers, contradictory solutions may be given by each individual adviser. While each suggestion may have merit in its own right, it is given from a narrow perspective.  This is eliminated by a thorough and comprehensive discovery process that combines input from each team adviser. In this manner, we accomplish and reach clear and complimentary goals.

Contact Us Today!

Phone: (301) 345-1635

Fax: (301) 345-1105


6411 Ivy Lane, Suite 602
Greenbelt, MD 20770

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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Neither Stuart Financial Group nor Global Financial Private Capital offer tax advice. Please consult your personal tax advisor or CPA. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital. Stuart Financial Group and Global Financial Private Capital are not responsible for the content that appears on any site that the links on may redirect to.