A boutique financial planning and wealth management firm that stewards individuals and institutions throughout their financial journey.


Our recommendations are based solely on your goals and objectives.


Putting our client’s best interests FIRST at all times.


We tend to the details without ever losing sight of the big picture.

Our mission

Our mission is to provide an experience where clients feel they have a financial proponent on their side to help them achieve their financial objectives. Stewarding clients in their financial journey since September of 2001 provides us a unique experience managing client's nest egg in some of the most turbulent times in recent history. The relationships we’ve built with our valued clients provides us with a sense of purpose and drive.
Our firm was founded by partners who recognized a dichotomy in the investment management industry. The dichotomy of client needs and industry fees represents a lack of fiduciary responsibility and ultimately, an absence of customized investments in client’s portfolios. Stewardship Wealth Management Solutions was built for clients who seek comprehensive wealth management solutions while also exploring access to unique investment opportunities.

Who We Serve





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