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.
Are we a good mutual fit?
You're a mid-career working professional or executive in your 30s -50s.
You're a "first-gen" high earner who didn't get to learn about personal finance in school or from parents
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 third party expert to help you navigate major money decisions, and to give time and energy back for family/work/what you enjoy.
Explore if we're a good mutual fit, with no cost or obligation, in 3 easy steps
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.
"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.
"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.
The power of integrated wealth management
Comprehensive and coordinated strategies to help you take care of your family and live the life you choose
What it costs
At Steward, we believe in fully disclosing all fees to our clients. We’ve legally committed in writing to put your interests first. We will never take kickbacks, commissions, push product on you, or take referral fees. In finance-speak, we are a fiduciary and fee-only.
(1) Investment Management
(2) Proactive Tax Strategy
(3) Financial Decision consulting and optimization
Your fees are based on the complexity and scope of your unique financial situation.