Broker Check

Team

At Jeffrey D. Stewart & Co., CPA’s and Lifetime Wealth Management, LLC, we believe in our teamwork approach. This adds a broader perspective to all we do, and provides increased benefits to our clients.

We can help you address:

  • Tax preparation needs
  • Tax planning ideas
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Am I having enough tax withheld?
  • Am I taking the right deductions?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jeffrey D. Stewart, CPA/PFS, CFP®

(513) 573-9600

(513) 573-9630

jeff@jdstewartcpa.com

Jeffrey D. Stewart, CPA/PFS, CFP® holds a degree of Bachelor of Business Administration from the University of Cincinnati. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and a Certified Financial Planner...
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Molly E. Myers, CLU

(513) 573-9600

(513) 573-9630

molly@jdstewartcpa.com

Molly E. Myers, CLU holds a degree of Bachelor of Arts from Xavier University. She is a Chartered Life Underwriter (CLU) and has expertise in the areas of insurance and financial services.
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Maureen T. Stewart

(513) 573-9600

(513) 573-9630

maureen@jdstewartcpa.com

Maureen T. Stewart has been an Advanced Certified QuickBooks Advisor since 1999. In addition, she has over 25 years of expertise in the areas of taxation and accounting.
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Michael B. Stewart

(513) 573-9600

(513) 573-9630

mike@jdstewartcpa.com

Michael B. Stewart holds degrees of Bachelor of Science in Business Administration from St. Louis University, and a Master of Science in Accounting from the University of Cincinnati. His expertise is in the area of taxation.
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