Broker Check

About Us

Stream Wealth Partners is your trusted and experienced advisor team, with more than 50 years of experience, helping you simplify the complexity surrounding wealth management. As fiduciary financial advisors, John, Darrell, Mike and Nathan will always put the clients’ goals at the forefront of every decision. 

Formed in 2023 as Turner Wealth Management and Rupert Wealth Management came together, Stream Wealth Partners prides itself on simplifying the complex surrounding financial planning and wealth management, and always doing the right thing for the client.  

About Us

Our name, Stream Wealth Partners, was built off of the acronym Success Through Resources, Education, and Asset Management.

It is part of our DNA to provide our clients with the best information and education possible, so you understand what your financial plan is doing and how it is accomplishing your goals.  

We are a people-first financial planning and wealth management firm. Our focus is to do the right things for our clients and our team members. We are committed to professional development, continuing education and continuous dialogue to ensure we’re meeting and exceeding your expectations.  

Meet Our Team 

John Turner, CFP®

John Turner, CFP®

Financial Advisor

(512) 382-9554

(866) 853-9096

Nathan Bitner

Nathan Bitner

Financial Advisor

(214) 544-9092

Darrell Rupert CPA, CFP®

Darrell Rupert CPA, CFP®

Financial Advisor

(512) 655-2874

Mike Weyant

Mike Weyant

Financial Advisor

(281) 940-6657

(866) 853-9096

Linda Vezina

Linda Vezina

Client Experience Coordinator

(512) 382-9554

(866) 853-9096

Tonya Stene

Tonya Stene

Wealth Management Assistant

(512) 655-2874

Loriann Campbell

Loriann Campbell

Marketing Manager

(512) 382-9554

(866) 853-9096

Our Mission & Vision 

Our mission is to simplify the complexity surrounding financial planning and wealth management.  We speak to our clients as true partners—eliminating the jargon and pretense—to uncover the right financial strategies that may help you achieve your goals without being overly complicated.

Client Centered

Our focus is to always do the right things for our clients. While we love to crunch numbers, analyze data, and solve problems, people are at the heart of what we do, and we’re passionate about helping families and businesses across The Lone Star State. 

Our job is to help you make sense of your financial opportunities through education, communication and high-quality client service. It is important to us to provide education and resources, so you can be confident and comfortable in your financial decisions. We take time to walk through recommendations and answer any questions, so you understand your financial picture. 

Our Core Values

Our handshake is our commitment. We believe in treating others the way we want to be treated. We believe in responsiveness and candor. We believe in kindness and authenticity. These values and our expertise have helped clients on their financial path. 

At Stream Wealth, our client relationships are built on trust, shared values, and a strong sense of personal and professional integrity. Our firm is focused on strategy and service – not sales – so you have our commitment that financial recommendations will be tailored to your unique circumstances and have your best interests at heart. 

How We Work Together

We Will Always Act in Your Best Interest

The work we’ll do together is important; financial planning sets a roadmap for your future, and we take time to ensure your plan is comprehensive, collaborative, and communicated to you clearly. We are fiduciary financial advisors, which means we are legally and ethically required to act in your best interest as we manage your assets. 

We Listen and Help Simplify

For many people, finances can feel complicated. Our job is to simplify the language of financial planning, so you can feel informed about the decisions you make. Our time together won’t be rushed, and there’s no such thing as a stupid question. We take the time to listen to your concerns and questions, provide the financial advice you seek, and help you stay on track as you pursue your lifelong goals. 

Helping You Feel Confident In Your Financial Decisions

As we work together, we will provide resources and education so you understand each step in the process, what your investments will be doing and the why behind your financial strategies. We will eliminate the jargon and pretense so you can be confident and comfortable in your financial decisions. We will work together to balance thinking about tomorrow, while being present to enjoy today. In addition, we understand tax consequences and can guide you with a tax-intelligent approach to secure your financial future and help meet your goals. 

We Are Passionate About Helping You & Your Family

Our team is empathetic, experienced and professional financial advisors, and we are passionate about helping individuals and their families. We’re always there when you need us and never too busy to take your call. 

Our Locations

Lakeway

Lakeway

103 Ranch Road 620 South

Lakeway, TX 78734

(512) 382-9554

Rockwall

Rockwall

407 Silver Spur Trail

Rockwall, TX 75032

(214) 544-9092

Clear Lake

Clear Lake

2525 Bay Area Blvd.

Suite 125

Houston, TX 77058

(281) 940-6657

Connect with Our Team

Thank you!
Oops!