Within 15 minutes, unlock $14,000+ annually via:
Better investments: specific recommendations on higher-return and lower-fee investment and savings tools from fiduciary, fee-only, Certified Financial Planners.
Saving on taxes: personally relevant tax optimization strategies
Less time and effort: a tool that does the nitty-gritty research and calculations for you, giving you easy action steps to manage your finances in a smarter and simpler way
for fully personalized recommendations.
See how you’re tracking on the key areas of personal finance and how much value you could unlock with Steward, before signing up.
with clear "prescription" - a low-effort and easy to-do-list on how, where, when, and why to invest and implement tax strategies.
Where you are today
Recommendation for how much to keep in cash vs. invest.
Recommendation for how much you can invest this upcoming year.
Where you want to go
Identification and prioritization of what goals and life milestones to save and invest for first.
Specific and direct savings and investment allocation suggestions and tax strategies based on your life.
How to get there
A handful of clear and doable action steps to take to make it happen.
When, how, and why to take each step, with direct links to get started and step-by-step guidance.
Industry standard charges 1% of your assets under management, with $1M asset minimum*
*Source: PriceMetrix by McKinsey
No credit card required
"Steward helps me make smart investment decisions without a middle man. Honestly, I was blown away that software could build this personalized and comprehensive plan for us. It was truly eye opening."
— Senior Director of Healthcare Research and Analytics, New Jersey*
"I liked that every investment recommendation came with a clear “why” and was really simple and doable. I knocked out Steward’s suggested action steps on a Sunday afternoon.”
— Tech Account Manager, Chicago*
"Investing is an intimidating and unfamiliar world to me, with endless options to choose from. Steward made investing feel a lot less scary with a specific # to start investing each month, specific investment recommendations, and doable an personalized action steps for us to get started."
— Cardiologist, San Francisco*
You're in your late 20s - early 40s, with a net worth of $150K-$3M.
You're multiple years into your career, with a lot of life happening at once, whether that's new kid(s), buying a house, moves or promotions. Your financial situation is rapidly changing.
You wish you felt more confident you're making the right financial choices to take care of you and your family.
Our mission: To help you get the most out of your savings and investments with minimum effort. We do the nitty gritty work for you. You don't need a third job!
Privacy and confidentiality guaranteed.
No third party sharing of your information.
Best in class technology for your safety.
*Testimonials are a combination of unsolicited quotes and answers to questions posed to our early "test user" clients, who participated in the initial rollout of our advisory software and received financial plans at no charge. Clients have not been compensated for their responses. All testimonials come from personal acquaintances, friends or family of the principals of Steward Inc.
Steward Inc. (“Steward”) is a registered investment adviser offering advisory services. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steward, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.