What investments can Steward help me manage?
Will I need to transfer my assets to work with Steward?
We’re aiming to make some major life decisions in the coming months (next career move, state to live in, type of house to buy). How would we work with you on them?
What does success look like for Steward, 3-5 years from now?
How does Steward compare with an accountant or CPA?
How does Steward compare with a wealth manager at a bank or insurance company?
How does Steward compare with a financial planner or investment advisor?
How does Steward compare with Robo investing apps (e.g., Betterment, Wealthfront)?
How does Steward compare with Budgeting apps (e.g., Mint, YNAB)?
What is your investment philosophy?
Who’s on the team behind Steward and its mission?
What are the credentials of the Steward team?
How does Steward make money?
How do you keep my data safe and protect my privacy?
What information will I need to share with Steward?
How does Steward work?
What’s included if I join Steward's community?
What are your fees? How does pricing work?
How we can work together:
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