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At Jeffrey D. Stewart & Co., CPA's and Lifetime Wealth Management, LLC, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular tax or investment concepts or products. We'll get back to you quickly with a thoughtful answer.


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Office Address

6663 Western Row Road

Western Row Plaza

Mason, Ohio 45040

Phone: (513) 573-9600
Fax: (513) 573-9630

Mon-Fri: 9:00 AM - 5:00 PM
Saturdays during tax season