About Us

The Philleo Private Wealth Group of Steward Partners consists of Stephen Philleo CIMA, CFP, Conor Wolchesky and support staff. Steve Philleo has over 25 years of experience in the financial advisory business and is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst. Conor Wolchesky overseas all operational, team administration and client experience functions of the team.

We utilize a disciplined approach that revolves around you, the client. Wealth management means different things to different people depending on their particular needs, their stage in life, and the life events they experience that trigger the need to take action. Consequently, our solutions are not boiler plate. Our process is a discovery process that explores various considerations, decision factors and available strategies to help determine what is most important to you.