Bennett Stimson Wealth Advisors

Bennett Stimson Wealth Advisors is an experienced, friendly, down-to-earth team of professionals who aim to provide their clients with robust and transparent wealth strategies, designed to empower them to live the best version of their lifelong dreams.

Forward-Thinking Solutions

Our solutions are designed to best meet and adapt to our clients’ diverse and ever-changing life situations.

Goal-Based Planning

Our investment recommendations are built around extensive discovery and financial planning ensuring the strategy is both accountable and adaptable to our clients’ short and long-term financial goals.

Discretionary Asset Management

We take great pride and responsibility in simplifying complex financial concepts to ensure our clients can focus on their lives and what matters to them most.

Client-Focused Approach

Our team believes the most important aspect of our business is the people we serve. We take genuine care and believe there is an inherent obligation to put our clients first.

Experience and Independence

Our team uses a breadth of experience, knowledge and education to deliver independent advice to serve our clients’ best interests, free of corporate bias or sales pressure.

Holistic Advice

Our team uses a comprehensive analysis of our clients’ life stage, unique situations, and long-term goals to build a strategy to best suit their needs.

Bennett Stimson Wealth Advisors

Forward-Thinking Solutions

Experience and Independence

Holistic Advice

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