Bruce S Stuart

CFP, CRPC, CRPS, ADPA, First Vice President, Financial Advisor, Family Wealth Advisor

Contact Me
Bruce S Stuart

MY MISSION STATEMENT

I serve a select clientele with skilled analysis and sophisticated technology to help them achieve their unique goals.

My Story and Services

Welcome

For nearly two decades, I’ve focused on long-term wealth management for high net worth individuals and their families, as well as their respective trusts, estates, foundations, endowments and pension plans. My strength is in helping you to achieving your success by using my ability to translate the unique language of finance and financial analysis. I help a select clientele sort through the complexities and potential confusion that many of us experience as we progress through life’s numerous transitions.

My knowledge, experience and credentials allow me to employ a comprehensive wealth management approach – one that looks at the total fabric of your life. As a driven individual, and one focused on bringing my best to my clients, I have spent my career obtaining designations and continuing education in order to better serve my clients. In addition, I am an author of six books, including a book on retirement, and a frequent guest and contributor on radio and television regarding financial issues.

Clients say that I go above and beyond when it comes to my comprehensive and detail-oriented approach to wealth management and financial planning. An extremely effective communicator, my goal is to engage with you frequently about matters that are top of mind in your life. In that way, my advice and direction comes not just from market expertise and experience, but from listening to you.



Access to Private Banking >

Services Include

  • Financial Planning
  • Asset Management
  • Retirement Planning
  • LGBT Planning Services
  • 401(k) Rollovers
  • Corporate Retirement Plans
  • Fixed Income
  • Exchange Traded Funds
  • Municipal Bonds
  • Estate Planning Strategies
  • 529 Plans
  • Executive Financial Services
  • Philanthropic Services
  • Trust Services*

Securities Agent: CA, CO, DC, FL, GA, HI, ID, MD, NV, NY, OH, OR, PA, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1576026


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 101 California St. 3rd Fl.
  • San Francisco, CA 94111


    Navigating Change

    I’d like to say that once we’ve built your financial roadmap, the journey to joy and abundance is clear and direct. Unfortunately, life has a funny way of throwing a curve in the road when you’re least expecting it.  And in the midst of the crisis, you are often forced to make critical decisions under pressure, which you may regret in the future.

    I provide comprehensive financial planning when you are changing locations and jobs, planning for your retirement, entering into marriage, going through divorce, or grieving the loss of a loved one. I have advanced credentials and experience in planning for the issues and stages of retirement, whether you are in the building phase of accumulating retirement wealth or making the transition to generating income from your assets. And, I work closely with your trusted tax and legal advisors on all matters, especially during times of transition.

    I consider it an honor when my clients trust me with their fears of the future during times of transition. My goal is to provide you with the resources you need to look holistically at the big picture of a significant life event. I’ve developed a healthy respect for the myriad variables that accompany each transition, and the need to help you successfully navigate the situation with compassion and competence.

    I work from the perspective that you have all the internal resources you need inside of you to successfully navigate whatever changes life throws at you. I draw on my credentials, my experience and my communication strengths to empower you to follow your heart as you consciously steer your life into unknown futures. And, in the process, I hope you will find inspiration, a new sense of purpose, peace of mind and a higher level of personal power.


    Experience

    Your success is predicated on my ability to apply the breadth and depth of my knowledge and experience to your unique situation. I’ve invested my time and resources to attain some of the most advanced investment credentials available.

    CFP (CERTIFIED FINANCIAL PLANNER).  Although many professionals may call themselves “financial planners,” only those who have fulfilled the requirements of the CFP Board can display the CFP certification marks. It indicates in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. And, the CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own when delivering financial planning advice.

    Family Wealth Advisor. This Morgan Stanley designation indicates a mastery of estate planning from the family perspective, families and philanthropy and family enterprises, as well as demonstrated ability to have effective conversations that help families understand and transition wealth from one generation to another.

    CRPC (Chartered Retirement Planning Counselor). The CRPC designation is arguably the nation’s foremost retirement planning credential, demonstrating mastery of pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process.

    CRPS (Chartered Retirement Plans Specialist). This premier retirement plan designation indicates mastery in designing, installing, and maintaining company retirement plans.

    ADPA (Accredited Domestic Partner Advisor) This designation indicates completion of the first and only financial education program specifically focused on the unique needs of domestic partners. It addresses the unique financial planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry.


    Comprehensive Resources

    As a comprehensive financial planner, I am constantly seeking out resources that can provide you with accurate, bigger picture information from which to make decisions. I offer broad experience, deep resources and objective advice to solve your complex problems while also anticipating and solving the minutiae of your financial needs on a day-to-day basis. We work together to find financial solutions for:
          Managing Taxes
              o    I’ll keep an eye on new opportunities to reduce your taxable income as your goals
                    and finances change
      •   Retirement Planning
              o    I help employers find the right retirement plan to provide tax benefits as well as
                    attract and keep high-quality employees
              o    I help individuals develop and implement a strategy based on your personal
                    vision of retirement
      •    Education Planning
              o    Let’s discuss what planning is needed to pay for a good education for your
                    children or grandchildren
      •    Family Concerns
              o    Let’s consider if your parents or other relatives might need assistance with
                    health or living expenses now or in the future
      •    LGBT Concerns
              o    Your concerns are unique and can be complex. I understand them and have the
                    advanced credentials to address them
      •    Legacy Planning
              o    I help you consider the options for leaving a lasting impact on the world
      •    Social Impact Investing
              o    Let’s discuss your interest in the social and environmental impact of the
                    companies you invest in. You’re willing to take a risk on an idea you believe in


    Bruce In The Media

    Bruce Stuart KGO June 29, 2017






    Bruce Stuart KPIX June 29, 2017






    Bruce Stuart KGO June 24, 2017





    Bruce Stuart RADKCBS May 5, 2017 - 1





    Bruce Stuart RADKCBS May 5, 2017 – 2



    Bruce Stuart RADKCBS May 5, 2017 - 3





    Bruce Stuart RADKCBS March 10, 2017 – 1





    Bruce Stuart RADKCBS March 10, 2017 – 2




    Bruce Stuart RADKCBS March 10, 2017 - 3





    Bruce Stuart RADKCBS November 23, 2016





    Bruce Stuart RADKCBS November 25, 2016





    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Bruce S Stuart today.

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