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
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.
"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.
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.
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
No cost, no obligation
FREE
annual finance check-up
No credit card required
Save $2,400. Sign up today.
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.
Confidentiality guaranteed.
No third party sharing of your information.
Best in class technology for your safety.