Todd A. Stewart

About Todd A. Stewart

Leveraging his expertise as both an Attorney and CPA, Todd is dedicated to assisting high net worth individuals and business owners. He passionately collaborates with clients to devise customized plans that foster the growth and safeguarding of their wealth. Todd's involvement in entrepreneurial coaching, particularly with Vistage and Strategic Coach, underscores his commitment to professional development. As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, he brings a specialized skill set to his practice. Todd is licensed to practice law in Virginia, North Carolina, and South Carolina, holding active law licenses in both Carolinas. Additionally, he is a licensed CPA (Certificate #20110) in North Carolina.

Beyond direct client interactions, Todd extends his expertise to collaborate with accountants, investment bankers, and financial advisors whose clientele consists of affluent business owners and high net worth individuals. In 2019, Todd celebrated his 25th wedding anniversary with his wife, Kelly. Together, they have three wonderful children: Spencer, Nicholas, and Emma. Outside the legal realm, Todd finds joy in pursuits such as traveling, tennis, snow skiing, hiking, and various other hobbies.