Stewart has spent over 30 years in the financial advisory profession. He typically works with affluent families, Fortune 500 executives and substantial closely-held business owners. Stewart's mission is generally to uncover his client's unique financial objectives in the areas of estate planning, business succession, and investment management. In particular, a focus of his practice is to assist with family governance and the management of wealth through generations.
Stewart, throughout his professional career, continues to be active civically in the Napa Valley. He is past president of the Napa City County Library Foundation, the Napa County School Board and the Napa Kiwanis Club. Stewart also served as an active member of the Napa Valley Symphony Executive Committee. He is currently a member of the Napa Chamber of Commerce.
Stewart has been quoted in Business Week, the San Francisco Chronicle, Wealth Magazine and numerous trade and industry publications. Stewart received his bachelor's degree in Economics and graduated cum laude from the University of Wisconsin, Madison.