The Expert Financial Advisor for Your Family: FAMILY STEWARD WEALTH CONSULTING®
How does the advisor help clients – Key Takeaways:
FAMILY STEWARD WEALTH CONSULTING® serves as a trusted financial advisor for families, helping them create and manage a comprehensive wealth plan tailored to their unique needs and goals. The firm offers a wide range of financial services and works with a variety of client types, providing expert guidance and support throughout their financial journey. By choosing FAMILY STEWARD WEALTH CONSULTING®, families can rest assured that their finances are in capable hands, backed by years of experience and a commitment to putting their best interests first.
Facts and Insights
Founded in 2005, FAMILY STEWARD WEALTH CONSULTING® has been helping families achieve their financial goals for over 15 years. The firm has grown to have over $100 million in assets under management and employs a team of skilled and knowledgeable advisors to serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15+ years |
Financial Services Offered
FAMILY STEWARD WEALTH CONSULTING® offers a wide range of financial services to help families build and protect their wealth. These services include financial planning, investment management, retirement planning, tax planning, insurance planning, and estate planning. The firm works closely with clients to understand their unique needs and goals, and creates a customized plan to address their specific financial concerns.
Client Types
FAMILY STEWARD WEALTH CONSULTING® works with a variety of client types, including high-net-worth individuals, families, and small business owners. The firm also specializes in serving families with special needs and those going through a major life transition, such as a divorce or the loss of a loved one. With a diverse client base, FAMILY STEWARD WEALTH CONSULTING® has the expertise and flexibility to meet the unique needs of each individual and family.
Fees & Compensation
FAMILY STEWARD WEALTH CONSULTING® operates on a fee-only model, meaning the firm is compensated solely by the fees paid by its clients. This approach eliminates potential conflicts of interest and ensures that the firm’s advisors are always acting in the best interest of their clients. The firm’s fees are transparent, and clients can expect honest and fair pricing for the services they receive.
Background
The team at FAMILY STEWARD WEALTH CONSULTING® is made up of experienced financial professionals with diverse backgrounds and expertise. The firm’s advisors hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). With a passion for helping families achieve financial success, the team at FAMILY STEWARD WEALTH CONSULTING® is committed to ongoing education and staying up-to-date on the latest industry trends and developments.
Financial Advisor Disclosures to Know
While the team at FAMILY STEWARD WEALTH CONSULTING® strives to provide the highest level of service and transparency, there are a few essential disclosures to be aware of. The firm does not have any disclosures related to regulatory actions, legal issues, or conflicts of interest. Additionally, all advisors are bound by a fiduciary duty, meaning that they are legally obligated to act in the best interest of their clients.