Michael Stewart

Michael Stewart has spent most of his life in the suburban Chicago area and has more than 20 years of experience in the financial services industry. His background includes eight years in private banking and wealth management with two of Chicago’s largest banks, where he oversaw more than $200 million in assets in McHenry County.

In 2008, Michael founded his own firm to independently serve clients who are in or near retirement. His approach focuses on conservative tax and financial planning strategies designed to reduce market risk, minimize large drawdowns, and create steadier income through income-generating investments.

Michael is also a speaker and the author of “Retirement Success Blueprint: How to Build the Retirement You Deserve,” as well as co-author of “Purpose Based Investing: 9 Lessons to Rescue Your Retirement From Wall Street.” He hosts the “Retirement Success Blueprint” radio show on AM560 in Chicago and a podcast by the same name. Michael lives in McHenry with his wife, Karen, and their three children, Connor, Patrick, and Olivia.