Stuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.
At Wharton Investment Consultants we enjoy the old fashioned philosophy of treating the relationships entrusted to our office with the respect you would expect as a neighbor. We bring these values to our clients both local and distant. Independence As an independent advisory firm, Wharton Investment Consultants are not pressured by a parent company to direct you into specific or proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. Independent does not mean alone: we have established relationships with leading companies in the financial services industry. We have extensive resources, comprehensive wealth management services, and investment strategies to keep you moving forward through every stage of your wealth management game plan. We take fiduciary responsibility to always put your best interests ahead of ours or anyone else's.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA,SIPC, a broker dealer and Registered Investment Adviser.