Don Stewart, CFP®

Hi, I'm Don Stewart, CFP®

I help families make clear decisions about equity compensation and the tax planning that comes with it.

A little about me

Before joining Mike and TJ at Swan Wealth in March 2025, I spent seven years at E*TRADE and then Morgan Stanley, working directly with clients on financial planning and equity compensation strategies. What I enjoyed most was planning around what matters most to each client, and that's the focus I bring to Swan Wealth today. Outside of work, I keep a full schedule with family, travel, golf, and skiing. Ask me for recommendations if you're headed to Colorado!

Swan Wealth is an independent, fee-only RIA based in Minnesota. Every plan is built by our team — including a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent — and delivered on one page.

Swan Wealth Management is a Registered Investment Advisor. Nothing on this page constitutes legal, tax, or accounting advice.

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