Advisor photo for Michael Stewart

Michael Stewart

CFP®, AAMS, CKA®

Financial Advisor
Certified Kingdom Advisor
A financial advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

The Granny Process

Grannies are often the backbone to our success. Their homes are inviting, they give the best hugs and intriguing history lessons, and they never give up on us. Visiting them can be full of vivid memories of sights, sounds, and smells that we yearn to revisit.

Becoming part of our family as a client, we like to use what we call the Granny Process® to help you create lifechanging possibilities. Just like Granny, we are here to LISTEN, EDUCATE, and watch you FLOURISH.

We want to learn about what is most important to you and what your financial picture looks like. We listen to your current and future needs, goals and dreams, and we educate you on the investment tools and opportunities available to help reach you goals. Like a grandmother, we seek to push you in your desired direction while still holding you accountable.

Our greatest joy comes from watching you potentially reach your dreams of owning a second home, retiring early, paying for your children’s college, purchasing your dream car, or traveling the world. All of this contributes to our belief that financial self-sufficiency can be achieved by creating lifechanging possibilities.


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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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