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.
Private Client Group Services
As a member of our Private Client Group, you will receive semi-annual reviews with two CFP® Professionals as well as regular check-ins, monthly newsletters, webinars, workshops, and private client events. This group also has access to Right Capital, our firm's personalized client planning portal and mobile app.
Retirement & Goal Planning:
Retirement planning and distribution strategies
SSI optimization and Medicare planning
Executive compensation and stock plans
Planning for business owners
Investments:
Objective-based and customized portfolios
Ongoing monitoring and rebalancing
401(k) analysis and recommendations
Planning for concentrated stock positions
Protection:
Insurance policy review
Life, disability, & long-term care insurance needs analysis
Estate and business insurance solutions
Taxes:
Tax-optimized distribution strategies
Tax-efficient portfolio management
Roth conversion strategies
Coordination with client’s CPA
Estate:
Estate analysis
Legacy planning and family meetings
Trust services
Coordination with client’s attorney
Generosity:
Generosity workshop and resources
Partnership with NCF and Annual Giving Report
Donor Advised Funds (DAF) and Charitable Trusts
Stock gifts and Qualified Charitable Distributions (QCD)
0.25% per quarter on portfolios between $1M - $2M
0.20% per quarter on portfolios between $2 - $5M
0.15% per quarter on portfolios over $5M
The fees listed here are the fees we charge for our services as an Investment Advisor Representative of FSC Securities Corporation. Please note that there is a complete Fee Schedule for FSC Securities Corporation on the firm's Form ADV Part 2A and the fees listed here are within range of fees permitted by the firm. For more information regarding fees, please request a copy of the firm's ADV Part 2A or visit https://adviserinfo.sec.gov.
Contact INFO
Phone: 919.803.0035
Fax: 919.803.2167
Info@Steward-Wealth.com
343 E Six Forks Road Suite 388
Raleigh, NC 27609
SOCIAL MEDIA
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.
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 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.
Certified Kingdom Advisors is a professional membership community that specializes in serving the investment needs of Christians. CKA® financial professionals incorporate biblical principles in the advice they give to their clients. The issuing organization is Kingdom Advisor, Inc.. Additional information is available at kingdomadvisors.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.
Copyright 2021 , all rights reserved.