Providing a passionate, Christ-centered, client-centric approach that conveys a strategic and altruistic vision aimed to shepherd clients to the best spiritual and financial peace possible.
Stewardship Wealth Management is a boutique financial advisory firm dedicated to a Christ-centered, client-centric approach. The firm offers a range of services including wealth management, retirement planning, investment management, estate planning, insurance, and tax strategy.
With a focus on comprehensive, personalized financial planning, the team works closely with clients to align financial goals with spiritual values, providing tailored advice and proactive management to ensure long-term financial peace and prosperity. Services are delivered through trusted custodians like Charles Schwab and National Financial Services, allowing the firm to leverage robust infrastructure while maintaining personalized client advocacy.
Christ-centered financial philosophy
Personalized, team-based approach
Use of trusted custodians with boutique advisory service
Integration of ethical investment screening
Services
Wealth Management
Comprehensive financial planning and investment management tailored to individual client goals and spiritual values.
Personalized portfolio creationRegular portfolio reviewsIntegration of CPAs, probate attorneys, and bankers as needed
Retirement Planning
Strategic planning to help clients achieve financial security and quality of life in retirement.
Retirement income strategiesEstate conservation planningRisk management
Estate Planning
Planning to preserve and distribute assets according to client wishes, integrating spiritual and financial considerations.
Will and trust creationProbate assistanceEstate tax minimization
Insurance Planning
Designing insurance solutions to protect clients' financial well-being and legacy.
Life insuranceDisability insuranceLong-term care insurance
Tax Strategy
Developing tax-efficient strategies to maximize after-tax wealth for clients.
What is a custodian and why does Stewardship Wealth Management use one? +
A custodian is a third-party financial institution that holds clients' investment assets for safekeeping. Stewardship Wealth Management partners with Charles Schwab and National Financial Services (NFS) to provide secure infrastructure for trade execution, recordkeeping, and account protection while the firm offers personalized financial guidance.
How does Stewardship Wealth Management integrate faith into financial planning? +
Stewardship Wealth Management incorporates a Christ-centered philosophy into all financial planning, ensuring that strategies align with spiritual values and promote both financial and spiritual peace.
What sets Stewardship Wealth Management apart from other financial firms? +
The firm distinguishes itself through a client-centric, faith-driven approach, personalized service, and a team approach that brings together CPAs, probate attorneys, and bankers when necessary to provide comprehensive financial planning.
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