Stewart Willis
Experienced High Net Worth Financial Advisor to Guide Your Financial Future
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Serving Clients Nationwide
Experienced High Net Worth Financial Advisor to Guide Your Financial Future
Areas of Focus
- Estate Planning
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Stewart Willis
After growing up in San Diego, California, Stewart Willis moved to the San Francisco Bay Area to attend the University of California, Berkeley in 1993. While at Berkeley, he rowed on the CAL Crew team, winning a PAC-10 Conference Championship.In 1997, Stewart completed his Bachelor of Arts degree in Political Science from Berkeley, intending to attend Law School after completion of his undergraduate studies. However, in 1998, during the application process for Law School entrance, Stewart was successfully recruited by a boutique investment banking group and Hedge Fund in La Jolla, CA. There he joined the insurance division and began to rise in the ranks of this group. Word of his success led other groups to solicit his employment.
Eventually, in 2001, Stewart Willis accepted a job offer with a large Estate Planning Firm based in Orange County, CA. There, he became the national manager of agents serving 6,000 Estate Planning clients.
Having a strong desire to have more direct interaction with clients, in 2005 Stewart accepted a position based in Phoenix, AZ, serving the clients of a large London-based insurance company. During this job, over the next five years, he developed a working relationship with Justin Carlson.
In 2010 Stewart saw the success that Justin began having with Asset Preservation Specialists. So, they decided to work together and grow their combined business.
Stewart spends most of his free time with his wife Shea and two boys, Andrew (14) and Anthony (17) playing AAU Basketball and racing go karts all over the west coast. After being the youngest person ever to win the prestigious Duffy Award, signifying the IKF national champion, Stewart’s boys have continued to compete nationally against the fastest drivers in the world.
Primary Location
16435 N Scottsdale Rd Suite 175, Scottsdale, AZ 85254
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.We offer a wide range of products and services, including Fee-Only Investment Advisory, Mutual Funds, Stocks, Bonds, ETFs, Fixed Annuities, Indexed Annuities, 401(k) Rollovers, TSA 403(b), IRA, 457(b), Deferred Compensation Plans, Pension and Profit-Sharing Plans.
Since 1997, we have focused on assisting our clients with their financial needs and providing them with a secure and enjoyable retirement.
Our company takes a unique approach to the financial market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind, and lasting success.
▪️Over 27 Years of Dedicated Service
▪️Over $800 Million Professionally Managed Client Nest Eggs
▪️Over 9,000 Households Nationwide
Education
University of California, Berkeley Bachelor's degree, Political Science and Government
Hobbies and Interests
- Basketball
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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