Broker Check

Our Team

Wendell B. Stewart III, CFP®, ChFC, CLU


Wendell B. Stewart, III, CFP®, ChFC, CLU has been offering financial advice since 1983. He is an honors graduate from the Boston University School of Management in 1980 and was awarded the Chartered Financial Consultant (ChFC) and...
Read more

Fidelity Instutional Wealth Services


We enjoy the privilege of harnessing the power and resources of one of the nations largest and most highly respected financial institutions. Fidelity Institutional Wealth Services provides us with a host of services such as institutional trading capabilities, unlimited asset protection insurance, one of the widest offerings of investment options, and leading-edge technology. Fidelity spends an average of more than $500 million annually on technology, including approximately $180 million for the Institutional Wealth Services division alone. The conveniences from this commitment to technology must be experienced to be fully appreciated. Fidelity Investments is one of the worlds leading providers of financial services with total custodied and managed assets of $2 trillion, as of March 31, 2016.

Fidelity`s Institutional Funds Network makes available thousands of no-load as well as load funds with no sales charges or transaction fees - thus allowing for a true level playing field when selecting mutual funds. Other services include a top notch fixed income department, an excellent record of trade execution, automated direct to market trading that helps to ensure speed and accuracy, trust and charitable planning services, research materials provided by independent sources, and extensive and knowledgeable customer service and support. Fidelitys insurance division provides access to state of the art no-load variable life and variable annuity products - all available with no surrender charges and lower internal costs than those typically sold by commissioned agents or brokers.