Purpose Driven Planning
Serving Dave Ramsey Fans Around The Country Since 2008.
Biblically based, common-sense financial principles
We serve our clients in the following areas…
Protection
Retirement
Investments
Estate Planning
Tax Planning
Don’t Hesitate…We Seek to Serve Regardless of Account Size
Behind the scenes with Brant Spesshardt, Rachel Cruz, Dave Ramsey and Dennis Bohm.
What is a SmartVestor Pro?
SmartVestor Pros are investment professionals in your area that have been chosen by Dave Ramsey based on their integrity, professionalism and experience.
As SmartVestor Pros, we are committed, just as Dave is, to providing Biblically based, common sense education and empowerment, seeking to give HOPE to everyone from the financially independent to the financially distressed.
In serving Dave’s fans, we have opportunities daily to help people regarding their financial journey. We are truly excited to have had the opportunity to serve as financial guides to so many!
Why Steward Wealth Strategies?
- Serving Dave Ramsey fans since 2008
- Charter Member of the Dave Ramsey Investing Council
(1 of only 13 in the U.S.) - 3 Dave Ramsey SmartVestor Professionals
- Largest SmartVestor Pro office in North Carolina
- Longest serving Dave Ramsey affiliate in the Triangle
- FPU and Legacy Journey Coordinators
- Team Approach to Advising Clients
- Independent Advice with an Investment Selection Process
- Over 40+ years of advising experience
- Serving families and businesses in
the Carolinas and 26 other states
SmartVestor Pro Dennis Bohm with Anthony Oneal, the Steward Wealth Strategies team of Matthew Foushee, Alex Townsend, Megan Pennington, Kim Kittler and Dave Ramsey.
Resources Designed To Help You Succeed
Client Access
SWS Mobile
SWS Mobile provides our clients with the tools to organize your financial life.
Request your personal access link
FSC Access
You can access your investment portfolio, go PAPERLESS and more online.
Access Here
Vision 2020 ONEVIEW
Your source for online consolidated client account information.
Access Here
Meet Our Team
At Steward Wealth Strategies, we have long employed a highly collaborative approach that fosters thoughtful decision-making and superior customer service. The value of that approach reminds us that the achievement of our mission relies not on an individual but on the combined talents of all our associates.
Brant Spesshardt, CFP®
President | CERTIFIED FINANCIAL PLANNER™
Dave Ramsey SmartVestor Pro
Brant is the founder of Steward Wealth Strategies and a charter member of Dave Ramsey’s Investing Council. He and his beautiful wife Heather have three boys and are active members of Garner United Methodist Church. The boys attend Wake Christian Academy and he coaches them in various sports.
Phone: (919) 803-0035
Brant’s meetings are scheduled by Megan in our office.
Email: Megan@Steward-Wealth.com
LinkedIn
N. Alex Townsend, III, MBA, CLTC
Wealth Manager | Certification in Long-Term Care
Dave Ramsey SmartVestor Pro
Alex is nearing 30 years of serving clients’ insurance and financial needs. He and his wonderful wife Peggy have four grown children, four grandchildren (and expanding), and three furry “kids” at home. They worship at Trinity Baptist Church. He is a member and past president of Crabtree Rotary Club.
Phone: (919) 803-0035
Email: Alex@Steward-Wealth.com
LinkedIn
Dennis Bohm, CFP®
Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Dave Ramsey SmartVestor Pro
Dennis is a Dave Ramsey SmartVestor Pro and a veteran Krispy Kreme Challenge finisher. He and his new bride, Kim, are members of The Summit Church (Brier Creek) and spend too much time spoiling their Westie, Bailey.
Phone: (919) 803-0035
Email: Dennis@Steward-Wealth.com
LinkedIn
Matt Foushee, CPFA
Wealth Manager | Certified Plan Fiduciary Advisor
Matt, his wife Kristy, their daughter and son, are members of Garner United Methodist Church. Between the kids’ Upward Sports games, Matt is busy running the softball diamond for the G.U.M.C. Team.
Phone: (919) 803-0035
Email: Matt@Steward-Wealth.com
LinkedIn
Chris Musick, CFP®
Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Chris and his wife, Heather, are proud parents of their young son and daughter. They are active members of New Hope Church and he knows Chick-Fil-A’s Secret Menu items…but he says you can only order them on Sundays.
Phone: (919) 803-0035
Email: Chris@Steward-Wealth.com
LinkedIn
Kim Kittler
Office Manager
Kim is the Director of First Impressions and assists with client service and office management. She and her husband Steve have four sons and when not on the sports field, they can be found in Apex being taken for walks by their puppy, Lewie.
Phone: (919) 803-0035
Email: Kim@Steward-Wealth.com
LinkedIn
Not registered with FCS Securities Corporation.
Megan Pennington
Client Concierge | Scheduler for Brant Spesshardt, CFP
Megan is the conductor of the office and coordinates meeting appointments and SWS events. She, her husband Kevin and daughter worship at Millbrook United Methodist Church. Megan is an avid blood donor and a rowdy volleyball mom.
Phone: (919) 803-0035
Email: Megan@Steward-Wealth.com
LinkedIn
Not registered with FCS Securities Corporation.
To learn more about the professional history of our advisors/firm, please visit
Steward Wealth Strategies
Raleigh, NC 27609
Phone: 919.803.0035
Mon-Fri: 8:00 AM – 5:00 PM
Address
343 E Six Forks Road Suite 388
Raleigh, NC 27609
Phone
Phone: 919.803.0035
Fax: 919.803.2167
Info@Steward-Wealth.com
Hours
Mon-Fri: 8:00 AM – 5:00 PM
Check the background of your financial professional on FINRA’s BrokerCheck
Securities, insurance and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment adviser. Additional insurance services offered through Steward Wealth Strategies, not affiliated with FSC Securities Corporation.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.
Representatives may not be registered to provide securities and advisory services in all states.