Mainstay Wealth Management at Steward Partners
Who We Are
Why Us?
We run our practice distinctively because we believe we are different. Everything we do is about you—your success, your wellbeing, your peace of mind. Because when you are at your best, we know that we have done our best.
We care about your success as a whole person, not just an investor—so we spend time discussing your values, relationships, and personal goals.
We think of our clients as a family, so we show up to support you in the tough times and celebrate the wins, big or small.
We value personal relationships, and we want to hear about your kids and their kids and what happened at work the other day.
We always do what's best for you—even when it means asking the tough questions, making a difficult choice, or missing out on revenue.
Meet Our Team
Our advisors have been working together for decades, and our deep trust in each other fosters a seamless experience for our clients. We each bring unique knowledge to the table, and we coordinate regularly to ensure you receive the best possible advice, recommendations, and guidance. It's important to us that you have an entire team you can trust and rely on, so at any given moment, you have multiple people who know you, understand your goals, and are ready to serve your best interests.
Tim Burklow ChFC®, CFS®
Partner, Managing Director, Financial Advisor
Matthew Rotella CFP®, CRPC®, APMA®, CKA®
Partner, Managing Director, Financial Advisor
Christopher Rotella MBA, CRPC™, ChFC®, CLU®, CDFA®
Partner, Senior Vice President, Financial Advisor
Bill Lewis CFP®
Partner, Senior Vice President, Financial Advisor
John "JJ" Occhipinti CFP®, ChFC®, MBA
Partner, Financial Advisor
Ruth Occhipinti
Partner, Senior Client Administrative Manager
Our Strategic Relationships
Steward Partners
Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multi-generational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions to our clients and their families. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.
Raymond James
Mainstay Wealth Management, in conjunction with Steward Partners, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select clients with the core tenets of integrity and trust.