Beattie Stewart Kiltau Group of Wells Fargo Advisors

Take Control of Your Financial Future—With a Clear Plan and the Right Partner

At the Beattie Stewart Kiltau Group, our mission is simple: help you make smarter, more confident decisions about your money. We work with individuals and families who want a proactive, strategic approach to investing, retirement, estate planning, and long-term wealth preservation.

We don’t just manage assets—we help you understand your options, align your strategy with your goals, and take action with purpose.

Specialized Guidance for Business Owners

Ellen Stewart, CEPA® (Certified Exit Planning Advisor), specializes in working with successful business owners—especially those who:

• Have received an unsolicited offer to buy their business
• Are planning a future sale or transition
• Want to grow enterprise value while building personal wealth tax-efficiently

Ellen partners with a curated network of professionals to help you optimize your business, reduce inefficiencies, and create a strategy that keeps more of what you’ve built—in your hands, not the IRS’s.

Whether you’re years away from a transition or need to evaluate an offer today, strategic planning is critical.

Start with a Conversation

If you’re serious about protecting what you’ve built and maximizing its value, let’s talk.

📞 Call Ellen Stewart directly at 561-485-1587 for a complimentary, confidential discussion and evaluation.