Stewart A Charles
Wealth Management Advisor|CFP®, ChFC®
Our Approach to Planning
My team and I specialize in short, mid, and long-term comprehensive financial planning. We work with our clients to create a strategic financial game plan that manages wealth, mitigates risk, and saves money in a tax-efficient manner.
Our mission is to help our clients achieve the ability to do what they want, when they want, with who they want, for as long as they want. That is the highest dividend that money pays. We do this by guiding our clients towards making sound financial decisions today that will positively alter the trajectory of their lives so they can live the life they have always envisioned.
Our Values
- Integrity | We keep our promises and do what we say we will do
- Authenticity | We communicate our advice in an honest, straightforward manner
- Kaizen | We are continually learning and improving
- Grit | We are passionate, competitive, resilient
- Stewardship | We make sure our client's actions align with their goals
Areas of Expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Disability Planning
Estate Planning
My Foundation
I currently reside in downtown Chicago with my wife and two kids. I was born and raised in the Chicagoland suburb of Batavia, where my parents still reside. Sports have always been a huge part of my life, I played football, basketball, and ran track and field through college. I also discovered my passion for financial planning while attending North Central College during my internship with Northwestern Mutual.
I was inspired to pursue a career in financial services because of the ability to build a business of my own and make an impact. I take pride in providing intentional and strategic financial plans for my clients.
- Football: Defensive Back (4 years)
- 2-Time CCIW All-Conference
- 3-year starter
- Tied for lead in interceptions on our team
- Member of Nationally ranked team
- Track: 400, 200, 100, 60, 4x100, 4x400 (3 years)
- 3-Time National Champions Indoor
- 2-Time National Champions Outdoor
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Feed My Starving Children
Feed My Starving Children is a non-profit that our team has been involved in for many years. This organization sends nutritious food to children in need all throughout the world. We help by packing meals for the children.
Our Team's Involvement in the Community
Lead Advisor, Will Ball, is also active in our community as part of the Junior Council for the Special Olympics and Hesed House.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
