We are a faith-based WEALTH MANAGEMENT FIRM specializing in PURPOSE DRIVEN PLANNING by serving believers, Dave Ramsey fans and their families to GIVE MORE, SAVE MORE and SPEND LESS ON TAXES.
Protection
Retirement
Investments
Estate Planning
Tax Planning
Generosity
GIVE More SAVE More SPEND Less on Taxes.
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Behind the scenes with Brant Spesshardt, Rachel Cruz, Dave Ramsey and Dennis Bohm.
What is “Stewardship” and “Purpose Driven Planning”?
Stewardship is the active and responsible management of God’s creation for God’s purpose. We are all called to be good stewards of what has been entrusted to us and we take this responsibility to heart. Our clients entrust us to help guide them with their stewardship plans.
We believe true stewardship begins with the question “What is the purpose of wealth?” We help clients realize the lasting impact their decisions today will have on what is important to them; not just leaving a legacy, but LIVING a legacy. We call this “Purpose Driven Planning.”
Whether planning for your children or grandchildren to have a debt free education, building a nest egg that can allow you to live the retirement of your dreams and not out-live your money, leaving a legacy to your children and your children’s children, blessing Kingdom focused ministries, and other organizations you care about, Steward Wealth Strategies is committed to serving our clients using Stewardship and Purpose Driven Planning.
Why Steward Wealth Strategies?
Serving Dave Ramsey fans since 2008
Largest SmartVestor Pro office in North Carolina
Charter Member of the Dave Ramsey Investing Council (1 of only 13 in the U.S.)
Member of Kingdom Advisors & the Academy of Preferred Financial Advisors
Longest serving Dave Ramsey affiliate in the Triangle
FPU and Legacy Journey Coordinators
Team Approach to Advising Clients - TEAM COVERAGE
Independent Advice with an Investment Selection Process
Over 60+ 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.
Helpful Resources
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Brant Spesshardt, CFP®, CKA®
President | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
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.
Brant’s meetings are scheduled by Megan in our office.
Email: Megan@Steward-Wealth.com
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
N. Alex Townsend, III, MBA, CLTC, CKA®
Wealth Manager | Certification in Long-Term Care
Certified Kingdom Advisor®
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.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
Dave Ramsey SmartVestor Pro
Dennis is a Dave Ramsey SmartVestor Pro and a veteran Krispy Kreme Challenge finisher. He and his wife, Kim, are members of The Summit Church (Brier Creek) and spend their time keeping up with their young son and their Westie, Bailey.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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.
Director of Financial Planning
Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
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.
Amy Welborn
Paraplanner
Amy is a recent graduate of Meredith College and the newest addition to the SWS team. Amy is a member of Hope Community Church and is eager to explore “The Peak of Good Living” with her husband Micah and their pup, Paisley.
Not registered with FSC Securities Corporation.
Allison Pardue
Client Services Associate
Phone: (919) 803-0035
Email: Allison@Steward-Wealth.com
Not registered with FSC Securities Corporation.
Director of Operations
Kim oversees office management and coordinates client events. 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 dog, Lewie.
Not registered with FSC Securities Corporation.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Client Concierge | Scheduler for Brant Spesshardt, CFP®
Megan is the conductor of the office and coordinates meeting appointments. She, her husband Kevin and daughter worship at Millbrook United Methodist Church. Megan is an avid blood donor and a rowdy volleyball mom.
Not registered with FSC Securities Corporation.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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
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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.The FSC Securities Corporation Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA and WV
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.