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. Our firm's founder, Boulos Michael, has been stewarding clients in their financial journey since September 2001. This experience provides him with a unique process for managing clients' nest eggs in some of the most turbulent times in recent history. The relationships he has built with valued clients provide him with a sense of purpose and drive.
Our firm's founder 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 clients' 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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