Macro Wealth Advisors Inc is a registered investment advisor and independent insurance agency based in Plano, TX. With over 30 years of experience, founder Owen Stewart and his team specialize in providing financial planning, investment management, and insurance services to couples and individuals who are 10 years from and in retirement. They are committed to helping their clients make better financial decisions by understanding their unique needs and concerns.
Macro Wealth Advisors takes pride in their independence, believing it is the most effective way to serve their clients' best interests. Their team includes experienced advisors like Taylor Stewart, who brings a unique perspective to retirement planning, and Holly Schmidt, an expert in client service and office management. They offer a range of services, including asset analysis, social security planning, current income reports, investment analysis, tax analysis, estate plan analysis, and retirement readiness analysis. Clients also have access to a portal with data integration and budgeting software. Macro Wealth Advisors is dedicated to providing valuable services and offers a 7-day money-back guarantee for their assessment and design fees.
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