Our Team | Discover Expert Financial Guidance Today

Steward Wealth Strategies

Contact

info@steward-wealth.com
(919) 803-0035

Raleigh Office

343 E. Six Forks Road, Suite 100 Raleigh, North Carolina 27609

Monday - Friday
8:00 AM - 5:00 PM

Charlotte Office

15720 Brixham Hill Avenue, Suite 300, Charlotte, North Carolina 28277

Monday - Friday
8:00 AM - 5:00 PM

Check the background of your financial professional on FINRA’s BrokerCheck

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. 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.

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 Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth, Inc.

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.

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 2026 Steward Wealth Strategies, all rights reserved.