Make the most 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.

Proactively 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 lookout for your blind spots.

The nitty-gritty research and numbers run for you, freeing up your precious time and lightening your mental load.

Confidence you're on track towards having enough

A structured  system to manage your finances in a smarter and simpler way, and to track your progress towards financial independence.

A prioritized action plan, with a jargon-free "why" behind each recommendation.

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

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 then 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

Investment Plan Meeting

We share a diagnostic of your current situation, a second opinion on your investments,  and prioritized action items you can take to move the needle for your family.

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

Subscribe for premium content on the 1%'s wealth strategies.

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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

Investment Strategy

Life and Job Changes

Tax Optimization Strategy

Personal Finances

Financial Independence Planning

Family Matters

What it costs

Industry average

$2,400

Standalone comprehensive financial plan  
across range of plans that vary in depth.
*Source:
Kitces.com

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No cost, no obligation

FREE

annual finance check-up

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No credit card required

Save $2,400. Sign up today.

1,000+
individuals and families
on our waitlist...and counting!

Is Steward right for me?

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.

Fiercely protecting your family, includes protecting your privacy.

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Confidentiality guaranteed.

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No third party sharing of your information.

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Best in class technology for your safety.