Michael Stewart has been in the suburban Chicago area for most of his 48 years. He has been in the financial services industry for over 18 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.
In 2008, Michael founded his own firm to independently serve the tax planning needs and conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to reduce a client’s market risk by using income-generating investments that minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.
In addition, Michael is a well-established speaker, co-author of the book Purpose Based Investing: 9 Lessons to Rescue Your Retirement from Wall Street, co-host of the Retirement Matters podcast, and consultant on economic matters. He lives in McHenry with, Karen, his wife of 23 years, and their three children, Connor, Patrick, and Olivia.