Wealth PartnersThe Armour Bellavia Stuhlman Group
Awards and Industry Recognition
Forbes
Barron's
Welcome
The Armour Bellavia Stuhlman Group is a ten-person team of experienced and credentialed professionals—purpose-built with the client in mind—to deliver goals-based strategies for wealth planning, cash management, investments, banking and lending.
We have intentionally constructed our practice so that every generation is represented, ensuring a succession plan for the long term. The depth of our capabilities is profound, and our broad and comprehensive knowledge base spans a wide range of backgrounds.
Our team has found that experience plays an important role in navigating tax and estate planning objectives. Through a watchful approach, we work directly with clients to evaluate both sides of the balance sheet and tailor approaches that help care for the many aspects of their financial scenario. Our guidance begins with an identification of personalized aspirations and extends far beyond wealth planning to the anticipated impacts for the future.
Meet Our Team
An experienced approach to sophisticated wealth management in niche industries.
Just as you have a training staff you trust to run your horse-related interests, think of our team as your professional staff to offer a holistic approach to help manage the tremendous value of these equine assets within the broader context of your financial picture. We guide you through what are often complex financial decisions, leveraging our award-winning background and industry recognition to empower you for what you do best. The depth of our capabilities is profound, and our broad and comprehensive knowledge base spans the following backgrounds:
- Chartered Financial Analyst®(CFA®)
- Accredited Investment Fiduciary® (AIF®)
- M.B.A.
We are strategically located along the East Coast— Florida, Georgia, New York and Connecticut—and my team is equally experienced with cross-border relationships, covering clients in Canada, Latin America, Switzerland, the UK, Australia and Bermuda. We curate a repertoire of access, including special events, content and engagement, to connect like-minded individuals around their equestrian pursuits. By forging strategic partnerships, we leverage the scale and scope of J.P. Morgan's global relationships to help clients enhance their enjoyment of this exciting world.
CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now