Max Stewart, founder and financial advisor at M.S. Wealth Management, is dedicated to helping clients build, preserve, and transfer wealth through customized, forward-thinking strategies. Max earned a B.B.A. in Finance from Meinders School of Business at Oklahoma City University. He further enhanced his expertise by graduating from the Financial Planning Program at Southern Methodist University. Max volunteers his time to local charities and currently serves on the Board of Directors as Vice President for the Oklahoma State University Alumni Association, East Texas Chapter. Max is Series 65 registered and has his Life and Annuity licenses.
With a focus on retirement income planning, tax-efficient strategies, and risk management, Max works with individuals and families to design comprehensive wealth management strategies that balance growth with protection. He emphasizes building disciplined portfolios, optimizing taxes, and creating sustainable income streams that can adapt to market changes, healthcare costs, and inflation—always with an eye toward long-term security.

What sets Max apart is his client-first philosophy. He takes the time to listen, understand family dynamics, and tailor each plan to reflect personal goals and comfort levels with risk. His approach is proactive, transparent, and always focused on long-term financial well-being—not short-term market noise.

Outside of work, Max enjoys spending time with his wife, Reann, and their two sons, Pierce and MacIntyre. Together, they spend their weekends with family, on the golf course, by the pool, or cheering on college football. Their home is also brightened by two beloved Maltese dogs, Scout and Bella. For Max, the same dedication he brings to his clients is reflected in the way he values his family—both serve as the foundation of his personal and professional life.Max Stewart, founder and financial advisor at M.S. Wealth Management, is dedicated to helping clients build, preserve, and transfer wealth through customized, forward-thinking strategies. Max earned a B.B.A. in Finance from Meinders School of Business at Oklahoma City University. He further enhanced his expertise by graduating from the Financial Planning Program at Southern Methodist University. Max volunteers his time to local charities and currently serves on the Board of Directors as Vice President for the Oklahoma State University Alumni Association, East Texas Chapter. Max is Series 65 registered and has his Life and Annuity licenses.
With a focus on retirement income planning, tax-efficient strategies, and risk management, Max works with individuals and families to design comprehensive wealth management strategies that balance growth with protection. He emphasizes building disciplined portfolios, optimizing taxes, and creating sustainable income streams that can adapt to market changes, healthcare costs, and inflation—always with an eye toward long-term security.

What sets Max apart is his client-first philosophy. He takes the time to listen, understand family dynamics, and tailor each plan to reflect personal goals and comfort levels with risk. His approach is proactive, transparent, and always focused on long-term financial well-being—not short-term market noise.
Outside of work, Max enjoys spending time with his wife, Reann, and their two sons, Pierce and MacIntyre. Together, they spend their weekends with family, on the golf course, by the pool, or cheering on college football. Their home is also brightened by two beloved Maltese dogs, Scout and Bella. For Max, the same dedication he brings to his clients is reflected in the way he values his family—both serve as the foundation of his personal and professional life.