Steven Bernstein

Steven Bernstein is the founder of Stonewater Financial, a dedicated financial planning and wealth management practice that provides honest advice and places clients’ interests first. In today’s economic environment people are seeking objective advice, while expecting concierge level personal attention. Steven tailors every decision he makes to each individual’s goals and objectives. Nobody can escape life’s transitions, however with a high degree of technical competency and analytical aptitude, Steven is able to help guide his clients towards making the right decisions, ones that seek to produce results, as well as protecting what they already have.
AI Today: Capabilities, Limitations, and Market Impact

AI Today: Capabilities, Limitations, and Market Impact

Artificial Intelligence (AI) is transforming the way we work, think, and innovate. AI is proving its value across all industries, from generating creative ideas to analyzing X-rays. At Stonewater Financial, we’re excited to provide you an update on the latest...

How New Drug Pricing Rules Could Affect Your Investments

How New Drug Pricing Rules Could Affect Your Investments

Have you noticed the buzz about drug prices lately? The Trump administration is shaking things up with new policies that could change how much we pay for medications and impact the stock market. At Stonewater Financial, we’re here to break it down for you in simple...

Tariffs Reshuffled, Markets Rebound

Tariffs Reshuffled, Markets Rebound

Trade headlines are constantly evolving —here’s what happened, why markets bounced back, and the milestones to watch next. Washington resets the tariff playbook In mid-May, the White House signaled a more aggressive approach by announcing it would unilaterally set...

Market Insights: Tariffs, DOGE, and Stock Market Turmoil.

Market Insights: Tariffs, DOGE, and Stock Market Turmoil.

In recent weeks, the financial landscape has been reshaped by a series of bold policy moves and volatile market reactions. Here at Stonewater Financial, a Los Angeles-based wealth advisory firm, we’re closely tracking these developments to guide our clients through an...

Can AI Replace Your Wealth Advisor?

Can AI Replace Your Wealth Advisor?

As technology advances, fear around employee’s job security is lingering. Last month’s developments in artificial intelligence reignited this debate. With China’s DeepSeek AI making headlines for its rapid advancement and OpenAI pushing the boundaries of AI-powered...