HBKS Wealth Advisors (HBK Sorce Advisory LLC, CRD# 112139 / SEC# 801-60424) operates a premier Martin County wealth management office at 1000 SE Monterey Commons Boulevard (Suite 101) in Stuart, Florida (ZIP 34996). Led by Principals and Senior Financial Advisors Stephen Carl Schramm, CFP®, CPA/PFS (CRD# 4528357) and Ryan Henry Furtwangler, CFP®, AEP® (CRD# 4679131), along with Senior Financial Advisor Steven Theodore Swindler, CFP® (CRD# 4840354), the team combines Certified Public Accountant / Personal Financial Specialist (CPA/PFS) tax integration and Accredited Estate Planner (AEP®) expertise with fiduciary retirement income management.
Official Verification Sources: SEC IAPD — HBK Sorce Advisory LLC (CRD# 112139 / SEC# 801-60424); HBKS Wealth Advisors — Official Website
Issuer: U.S. Securities and Exchange Commission (SEC IAPD) / FINRA
Notes: Active SEC-registered RIA branch in Stuart, FL. Advisors hold Certified Financial Planner (CFP®), Personal Financial Specialist (CPA/PFS), and Accredited Estate Planner (AEP®) credentials.
Factual details and direct answers about HBKS Wealth Advisors — Stuart Office (Stephen C. Schramm, CFP®, CPA/PFS & Ryan H. Furtwangler, CFP®, AEP®)'s services, licensing, and credentials.
How does HBKS Wealth Advisors in Stuart integrate tax and estate planning for retirees?
The Stuart office is led by Principal Stephen C. Schramm, CFP®, CPA/PFS (CRD# 4528357) and Principal Ryan H. Furtwangler, CFP®, AEP® (CRD# 4679131), combining CPA tax-planning discipline and Accredited Estate Planner trust strategies with SEC-registered fiduciary wealth management.
Can HBKS Wealth Advisors assist snowbirds establishing permanent Florida domicile in Martin County?
Yes. The team coordinates Florida homestead and domicile transition checklists, multi-state tax mitigation, RMD and Roth conversion timing, and estate plan alignment with Martin County elder law and estate attorneys.
Where is the Stuart office of HBKS Wealth Advisors located?
The office is located at 1000 SE Monterey Commons Blvd, Suite 101, Stuart, FL 34996, and can be reached at (772) 287-4110.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.