COVID-19 Update: Our clients’ health and well-being is of the utmost importance and concern to our team. We will be operating normal business hours unless noted and we are committed to returning calls/emails as soon as possible. Any meetings requested/scheduled can be conducted via conference call or virtually via Zoom. Please call our office with any questions or more information.

Our 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.

Retirement
Retirement
Investments
Investments
Tax Planning
Tax Planning
Estate Planning
Estate Planning
Generosity
Generosity
Protection
Protection

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.

Benefit from our Everyday Stewardship services if you have less than $250,000 of investable assets and $100,000 or more of annual household income.

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.

Discover our Premier Stewardship Services if you have between $250,000 to $1,000,000 of
investable assets.

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.  

Experience our Private Client Group services if you have more than $1,000,000 of
investable assets.

Our Purpose Driven Planning Process

>