Make the most out of your money.

The 1%'s wealth strategies for your family

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Why Steward

Optimized investment
and  tax strategy

Coordinated and comprehensive investment, tax, and financial planning, tailored to your unique life and what you value most.

Surface new ideas to grow and protect your wealth.

Time and energy back with a personal CFO

A trusted and objective thought partner with deep expertise to help you navigate financial  decisions and blind spots. The  research and numbers run for you.

Free up your precious time and lighten your mental load.

Confidence you're on track

A structured  system to manage your finances in a smarter and simpler way. A prioritized action plan, with a jargon-free "why" behind each recommendation.

Track your progress towards financial independence.

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Are we a good mutual fit?

You're a mid-career working professional or executive in your 30s -40s.

You're a kid of an immigrant or "first-gen" high earner, earning $200K+/yr as a household.

You're thinking through questions like: am I on track, will I have enough to take care of my family and live the life I choose, how could I optimize my investments and tax strategy further?

You're looking for a dedicated and reliable expert to give you time and energy back for what you enjoy, and to help you navigate major money decisions.

Empowering and Easy
Steward is easy to use, helped us make concrete changes to our tax and investment strategies, and empowered me to build my understanding of and take greater ownership over my family finances.
Grace H
Colorado
Comfortable and Simplifying
Steward makes otherwise uneasy discussions of money much more comfortable. It significantly simplified the calculations that I would have to learn how to do on my own.
William G
Massachusetts
Strategic and Actionable
 I know I wanted to start making the most of our money more strategically - but I really had no idea on where to get started.  This is exactly what I was looking for.
Allison G
North Carolina
These testimonials were provided by current clients of Steward, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Explore if we're a good mutual fit, with no cost or obligation, in 3 easy steps

1

Fit check

A quick call (<10 minutes) to describe our process for prospective clients a ensure we might be a good mutual fit.

Regardless of whether we're a fit, happy to point you in the right direction.

2

"Get Organized" Meeting

We interview you to understand your big picture - your questions, values, what you're trying to accomplish, and your current financial situation.

We do some upfront work for you with no charge, to determine if we can make a significant impact and for you to get a good sense of how we work.

3

"Family CFO" Meeting

We share a second opinion on your investments,  tax strategy, and prioritized financial actions you can take to move the needle for your family.

We'll only pursue working together if can add significant value and align with your needs.

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The power of integrated wealth management

Comprehensive and coordinated strategies to help you take care of your family and live the life you choose

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What it costs

At Steward, we believe in fully disclosing all fees to our clients. We will never take commissions or push product on you, and we’ve legally committed in writing to put your interests first. In finance-speak, we are a fee-only fiduciary.

Fees
Services
Why?
Portfolio Makeover
$2,400-$10,000, based on complexity

% Invested assets- waived
year 1
Tailored family CFO action plan including:
(a) our understanding of your situation and what you're trying to accomplish
(b) a second opinion on your investments +  investment strategy
(c) an initial set of prioritized actionable next steps on your holistic finances to make the most of your money.

We then help you translate ideas to action in a series of simple steps.
We charge based on the complexity and scope of your unique financial situation.

A second opinion on your finances and help doing the "nitty gritty" to bring your financial house in order.

We waive the invested assets fee in year 1 to help you ensure that we’re a good long-term fit for ongoing advisory.
Ongoing Advisory
% Invested Assets - 1%
We serve as your trusted long-term Family CFO offering 3 integrated services:

(1) Investment Management

(2) Proactive Tax Strategy

(3) Financial Decision consulting and optimization
‍- your "go-to" resource to navigate your path to financial independence and retirement, family matters, personal finances, job/life decisions, and finding subject matter experts.
We'll always recommend DIY to those with time, talent, and interest.

We only serve a select a subset of clients to serve for whom we can have significant impact on an ongoing basis.  For these ambitious mid-career professionals with demanding work and family responsibilities, time is most often the bottleneck.
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Our role is to serve you, and only you. We will never take commissions or push product on you, and we’ve legally committed in writing to put your interests first (finance-speak: we are fee-only fiduciaries).

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