The Retirement Clarity Path™

Portfolio Stress Test

See how your investments could respond to different scenarios and whether your current structure aligns with the retirement you’re planning for.

Your stress test can be prepared using either a model-based overview or a detailed holdings review. Click on the option below that works best for your needs to get started.

Holdings-Based
  • More precise analysis
  • Uses your actual investment holdings
  • Requires a recent account statement
  • Returned within 2 business days*

Model-Based
  • Faster analysis using information you provide
  • Uses a model portfolio based on provided info
  • No statement upload required
  • Returned within 1 business day*

Designed for those 45 or older who are in or near retirement..

If you have not completed a Risk Score Assessment, you can complete one below.

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Stress Test

Income Analysis

Tax Snapshot

*Return time is estimated. Actual time the analysis takes depends on actual resources and bandwidth of the More team at the time of submittal. Actual return time might vary. 

Results are for educational purposes only and are based on model assumptions and hypothetical scenarios. Model-based stress tests use broadly diversified market proxy portfolios for educational illustration. “Results” do not reflect actual investor returns, are not investment recommendations, and are not a guarantee of future performance. 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and More Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. This analysis is for educational and illustrative purposes and does not constitute individualized investment advice. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

© 2026 More Wealth Management LLC. All Rights Reserved.

Upload Your Portfolio for a Holds-Based Stress Test​

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You're about to be directed to our secure planning portal. Flip for details.
The Holdings-Based Stress Test uses your actual investment statements to run a more detailed analysis of your portfolio structure. You'll be taken to our secure planning portal where you'll create a profile and upload your most recent account statement. This takes just a few minutes. This is NOT an account transfer and does NOT give us any account or trading access. It is used solely to run your stress test analysis.

This version of the Portfolio Stress Test allows you to upload your current investment statements so we can analyze how your actual holdings could perform under different scenarios.

You’ll be taken to our planning portal where you’ll be guided through a quick setup inside our secure planning vault. During this setup, you will create a profile to be able to access. 

This is NOT an account transfer and does NOT give us any account or trading access. It simply allows us to run advanced stress testing based on more precise data. 

  • Encrypted connection
  • View only access (no trading ability)
  • Used only for portfolio analysis
Continue to Secure Setup

*This analysis is for educational and illustrative purposes and does not constitute individualized investment advice.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and More Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Before we generate your Retirement Tax Snapshot…

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You're about to be directed to our secure planning portal. Flip for details.
You’ll be taken to our secure planning portal where you’ll answer a few brief questions about your accounts and income structure. This step allows us to evaluate how your retirement accounts may impact your future income, tax brackets, and required distributions. This helps us identify: Potential retirement tax traps • Hidden distribution risks • Opportunities to improve long-term tax efficiency This is NOT an account transfer and does NOT give us any account or trading access. It simply allows us to evaluate your retirement structure with greater precision.

You’ll be taken to our secure planning portal where you’ll answer a few brief questions about your accounts and income structure.

This step allows us to evaluate how your retirement accounts may impact your future income, tax brackets, and required distributions.

This helps us identify:

• Potential retirement tax traps
• Hidden distribution risks
• Opportunities to improve long-term tax efficiency

This is NOT an account transfer and does NOT give us any account or trading access. It simply allows us to evaluate your retirement structure with greater precision.

  • Encrypted connection
  • View only access (no trading ability)
  • Used only for portfolio analysis
Continue to Retirement Tax Snapshot

*This analysis is for educational and illustrative purposes and does not constitute individualized investment advice.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and More Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.