Steve joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. He was a frequent presenter at Schwab seminars and has spoken before national audiences about issues and opportunities in the markets. In 2021, Steve was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. He has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. Steve holds a B.A. from the University of Vermont and is a magna cum laude graduate of the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch & Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2012 and his Certified Private Wealth Advisor® (CPWA®) credential in 2014.
Five Star Wealth Manager (2012, 2013, 2014, 2015, 2018, 2019, 2020, 2021)
J.D., CFP®, CPWA®
The most important rule in personal finance is I>E. Your income needs to be greater than your expenses.
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