Our Financial Planning Services

Our financial planning services are designed to address individual needs based on your specific circumstances, values, and goals. We believe that being a good steward means having a plan in place so that you can be intentional when making financial decisions.

At Steward Wealth Strategies, we create your Purpose Driven Plan that addresses the six key areas of financial planning and acts as a guide to meeting your short- and long-term goals. View our service offerings below to find out how we can help you and your family get the most life and purpose out of your wealth.

What's Your Situation?

Everyday Stewardship Services

Everyday Stewardship services are best if you are currently working to accumulate wealth through being a good steward of your income. Perhaps a young professional with a family, you face competing priorities and want to ensure you are making the right decisions to set you and your family up for success. You are looking for personalized advice and accountability while building your financial foundation and working through Dave Ramsey’s Seven Baby Steps.

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Premier Stewardship Services

Premier Stewardship services are great if you have already accumulated some assets and are focused on being a good steward of your wealth. You might be well into your career and are beginning to wonder if you have saved enough for retirement. Having worked to become an Everyday Millionaire, you now have questions about Social Security, taxes, investment strategies, and more. You are looking for a guide to help you navigate the transition from being a saver to a spender.

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Private Client Group

Private Client Group services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partner that provides comprehensive solutions and high-touch services.

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Learn More about Our Process!

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Contact INFO

M-F, 8:00 AM - 12:00 PM | 1:00 PM - 5:00 PM

Phone: (919) 803-0035
Fax: (919) 803-2167
info@steward-wealth.com

343 E Six Forks Rd, Suite 388, Raleigh, NC, 27609

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Securities, insurance, and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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.

RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.

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