Personalized planning to help achieve your vision of retirement


Stalworth is an old English word which comes from terms meaning “foundation” and “worth”. Our name, Stalworth Wealth Management Group, reflects what we have always maintained at the core of our team’s focus: creating the foundation of our clients’ worth. In working with individuals and families over the long term, we help to build a financial foundation to grow and preserve wealth. Our name also represents our commitment to client service and comprehensive services including asset allocation, investment management, tax planning strategy, estate planning strategy, and philanthropic objectives. 

Meet The Team 



Putting your needs first

With over 50 years of combined experience, we recognize the power of the team and draw on the skills and experience of each team member to provide clients with personalized planning strategies to address their short-term and long-term priorities and goals. Learn More  



Client focused approach

Our team is experienced in helping you plan for and achieve your goals. We use the Envision® planning process which revolves around your specific goals and creates a specific asset allocation reflecting your risk tolerance and time frame. Learn More 



Accessible and responsive

Recognizing that successfully planning is a lifetime process, we are available to you whenever you have questions or a service item. We are responsive in resolving your service requests and provide answers and financial advice and guidance to help you make appropriate decisions for you and your family. Learn More  

 

 When asked what the key to our success has been for clients, our answer is simple…

“We have an effective investment strategy that we have developed and refined over nearly three decades and is implemented by a highly skilled team. Each of our professionals has a drive for the success of our clients.” 

The meaning behind our name…..

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IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. ©2003-2020 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NJ, NM, NY, OH, PA, SC, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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