Family Steward Wealth Consulting®

Overview

Family Steward Wealth Consulting® is an independent, individual-owned RIA that serves both individual/family and institutional clients. The firm operates as a capital allocator, recommending or placing client capital with third-party managers in addition to managing portfolios directly. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. The firm also functions as an insurance broker, which complements its use of annuities in client solutions. Fee arrangements include percentage-of-AUM charging alongside hourly, fixed-fee, and other fee structures. The adviser is not positioned as an ESG-focused manager and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices