Make the most out of your money.
A personalized and easy to-do list that shows you how, where and when to invest and save on taxes, in plain-English.
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An annual personal finance "check-up"
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
unlocked across all our customers, and counting...
Get started in 3 easy steps
Share your unique needs and upcoming milestones
for fully personalized recommendations.
Get a FREE check-up on your personal finances
See how you’re tracking on the key areas of personal finance and how much value you could unlock with Steward, before signing up.
Optimize how you invest and save on taxes
with clear "prescription" - a low-effort and easy to-do-list on how, where, when, and why to invest and implement tax strategies.
Be the first to know when we go live.
What your personalized investment and tax prescription will include:
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.
What it costs
Industry average
$10 000+
Industry standard charges 1% of your assets under management, with $1M asset minimum*
*Source: PriceMetrix by McKinsey
Standard Fee
$500
Early Access Beta
$0
for your first year
No credit card required
Save $10,000. Sign up FREE today.
mid-career professionals
on our waitlist...and counting!
Is Steward a good fit for you?
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're time-strapped.
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!
Security is one of our top priorities.
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.