Money is personal and important. Sharing our core 4 values at Steward, so you can determine if we're a good fit to work together:
In coming to us for financial advice, you are entrusting us with a huge responsibility - helping you take care of your family. We take this responsibility to heart, and it even inspired our company name - Steward.
Our bar for each recommendation we make? We would and do make the same types of recommendations to our own friends and family. We "eat our own cooking" and treat you like family. This goes beyond thoughtful investing and tax strategies, to taking product design, customer service, and cybersecurity extremely seriously. Click here for more detail on how your information is kept safe.
Too much of the investing and wealth management industry relies on blinding clients with jargon, complicated equations, and techno speak. We're not here to scare you out of asking questions. The best sign of someone with true expertise, is finding someone who can help you find simplicity on the other side of complexity...explaining even the most sophisticated concepts in plain-English.
You deserve a clear, succinct, and quantified “why” behind any recommendation. You deserve jargon-free answers to your money questions. Even if it results in less business for us, because it’s the right thing to do.
We’re constantly hunting for ways to help you make more progress with less time and effort. Throwing you a giant binder of fine print that you’ll never touch again? Lazy. Sharing a few manageable steps you can knock out on a Sunday afternoon? Yes, more of that please.
The man who moves mountains, beings by carrying away small stones.
Our first impression of the wealth management industry - sleazy. The thought of someone taking advantage of our hard-working friends and family, got us riled up. So riled up...in fact, we started Steward.
We will never push products on you in return for commissions. We will never sell your info to 3rd parties. We will never bombard you with ads or credit offers. We will never promise you a tropical island over night. Steward will only ever take payment from you, and in turn Steward’s first and only priority will always be to care for you and put your best interests first. We’re in it with you for the long haul.
If (and only if!) it sound like we’re on the same page on values, we’d love to work together and help you to take care of your family.
Steward is a personalized to-do list for how, where and when to invest and save on taxes in plain-English, with minimal time and effort. Give it a try here.
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