As Co-Founder and Chief Investment Officer for National Wealth Partners, Stefan leads the investment practice for the Firm. He is also a sought-after advisor and business funding expert serving difference makers at the intersection of health, wealth and purpose.

Stefan is passionate about finding ways to create value for our clients, our team and our profession. Working hand in hand with the team, he is constantly exploring how to better serve business owners and executives through the use of unusual, direct and heartfelt questions about deeper life needs and the usual set of advanced tools around tax planning, investing, exit/transition planning, asset protection, estate planning and venture philanthropy.



Mastering Tax Planning: Unveiling Strategies for Business Success

Navigating Succession and Estate Strategies for Business Owners

Strategic Tax Maneuvers: Reducing Liabilities for Business Owners

Financial Freedom Blueprint: Strategies for Business Owners

Unlocking Opportunities: Alternative Investments for Business Success

Mastering Cash Flow: Strategies for Business Stability

Power of Math in Investing