Stewart brings over 20 years of financial services experience to SAGE Private Wealth Group. Throughout his career, Stewart has focused on the needs of the client, managing complex relationships, taking a comprehensive approach to both planning and service, and simplifying and enhancing the quality of clients’ lives. He believes that nothing is more important than helping clients discover what is most important to them and to be a part of their journey towards achievement. As a Wealth Advisor, Stewart provides tailored strategies coupled with the support of highly credentialed professionals to manage client’s wealth through generations. His relationship-driven approach allows him to translate clients’ priorities and family dynamics into successful long-term plans.
Stewart holds the Series 7 and Series 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Stewart earned his bachelor’s degree from Texas Tech University in Lubbock, TX and is a graduate student of NYU Stern’s Executive MBA program.
Stewart was born and raised in Dallas, TX, spent several years in Kansas City, and finally settled in Chicago. Stewart and his wife, Marta, live in the Near West neighborhood with their English Bulldog, Jezabell. They’ve been married for 14 years and enjoy traveling, scuba diving, good food, and attending live music events. Stewart is an active member of the Rotary Club of Chicago Cosmopolitan having served on the Membership, Programs, and International Services committees. Through Rotary, he enjoys volunteering with several organizations in Chicago focusing on the needs of the underserved.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.