After spending 12 years gaining invaluable experience working with nationally prominent financial services firms, Stuart formed his own independent wealth management practice in 1997. After witnessing the shortcomings of these large financial organizations, his primary objective was to build a truly client-centric, comprehensive financial planning practice. His desire was to be able to partner with and be on the same side of the table as his clients. He could only effectively do so by forming his own independent wealth management and financial services firm.
More than twenty years later, his vision has been successfully fulfilled where Stuart now partners with a diverse and loyal clientele throughout California and nationally. Stuart has been recognized with numerous awards for his ability to demonstrate tremendous value to his clients in helping them pursue and work toward their financial goals.
Stuart and his wife Caroline currently reside in Danville where he is actively involved in his community and serves in leadership positions in numerous charitable endeavors. He enjoys spending his free time traveling and spending time with his two daughters, Talia and Lenna.