ASK AN ADVISOR SERIES

Your questions, Answered Live

October 3rd at 10:00am PST (VERIFY DATE)

Whether you’re sitting on $20 million or building toward it, the biggest financial decisions rarely have textbook answers. In this live session, Steven opens the floor to real questions on income strategy, tax planning, major liquidity events, and charitable giving, pulled directly from what clients and prospective clients are asking right now. Bring your own questions, or just listen in on the ones other investors are already asking. Send us your question in advance and we’ll do our best to cover it live.

Steven Bernstein

WHAT TO EXPECT

Real Questions, Real Answers

No scripted slides. This is a live, unscripted Q&A built around the exact questions high-net-worth investors bring to their advisor. Submit yours in advance, or ask live.

Why So Many People Avoid Getting Help

We’ll unpack the real reasons investors put off finding the right advisor and what it actually costs to wait.

Beyond the Basics: Tax, Liquidity & Legacy

From navigating a major liquidity event to structuring giving in a way that creates impact and a tax advantage, we’ll go past the obvious questions into the strategy layer most people never hear about.

THIS WORKSHOP IS FOR

Current Clients

Those who wish to stay informed and understand the broader economic factors influencing their portfolios.

Seasoned Investors

Those looking to understand the current economic landscape and how it influences investment decisions, especially in relation to the S&P 500.

Prospective Clients

This is a prime opportunity to understand our approach to emerging sectors and how we prioritize your financial growth.

RESERVE MY SEAT NOW

MEET YOUR SPEAKERS

Steven Bernstein

President, Stonewater Financial

With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm’s fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we’ve cultivated, and the consistent successes we’ve achieved and continue to pursue.

At Stonewater Financial, we build and manage custom financial plans that suit each individual’s unique situation. This plan is not just about what money goes where. It’s a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.

SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT

Don’t miss this opportunity to gain insights on where markets might be headed for the end of the year.

A short Q&A session will be offered to answer any questions you might have at the end of the session.

RESERVE MY SEAT NOW

Integrity

Comprehensiveness

Transparency

How To Get In Touch With Us

By Phone
(310) 402.2513

Location
1800 Century Park E Suite 210

E-Mail
info@stonewaterfinancial.com

1800 Century Park East, Suite 210, Los Angeles, CA 90067

Steven Bernstein is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

California Insurance License #0G51436. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
LPL Financial Form CRS