Why Steward
Optimized investment
and tax strategy
Understand your investments.
Build a holistic investment strategy tailored to you.
Surface new ideas to reduce your taxes.
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 blind spots.
The research and numbers run for you.
Free up your precious time and lighten your mental load.
Confidence you're on track
A structured system to manage your finances in a smarter and simpler way.
A prioritized action plan, with a jargon-free "why" behind each recommendation.
Track your progress towards financial independence.
Are we a good mutual fit?
You're great at earning and saving, but you lack the time / talent / energy to make the most of your money.
You're a "first-gen" high earner. You didn't get to learn about personal finance strategies from parents or in school.
You want to optimize your investments and taxes but feel analysis paralysis. You're thinking through questions like: am I on track? will I have enough to take care of my family? when will i have the option to not work for money?
You're looking for a dedicated and reliable third party expert to help you navigate major money decisions
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 mutual fit.
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 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.
"Family CFO" Meeting
We share a second opinion on your investments, tax strategy, and prioritized financial actions you can take to move the needle for your family.
We'll only pursue working together if can add significant value and align with your needs.
Streamline complicated finances
Holistic and actionable strategies to help you take care of your family and live the life you choose
What it costs
At Steward, we believe in fully disclosing all fees to our clients. We’ve legally committed in writing to put your interests first. We will never take kickbacks, commissions, push product on you, or take referral fees. In finance-speak, we are a fiduciary and fee-only.
(1) Investment Management
(2) Proactive Tax Strategy
(3) Financial Decisions (e.g., home, college, job changes)
As your investments grow, Steward reduces your annual AUM % fee down to 0% according to the table below, effectively capping your fee.