Steven McGowan
Managing Director- Wealth Advisor at
Rothschild Wealth Partners
Years of Experience
11 years
Number of Clients
40
Average Client Size
$1,000,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
My focus is simple: reduce taxes, optimize wealth, and bring clarity to complex financial decisions through personalized planning. I take pride in proactive communication and timely responses to my clients.
Clientele
I work with high-income professionals, retirees, business owners, and clients with concentrated stock positions who want to diversify tax-efficiently. My clients seek smart withdrawal strategies in retirement, IRMAA minimization, strategies to reduce lifetime taxes. I help clients nearing retirement quantify which steps they need to take to become financially independent.
Services Provided
Tax Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Chartered Financial Analyst®
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Pricing Models
Education
University of WisconsinMadison
Personal Finance, BS
Obtained in 2014
Previous Work Experience
Rothschild Wealth Partners
Managing Director- Wealth Advisor
2025 - Present
Wealth Enhancement Group
Vice President- Financial Advisor
2015 - 2025
Advisor Links
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