STEWARDSHIP WEALTH MANAGEMENT

Overview

Stewardship Wealth Management is a small, independent registered investment adviser organized as a limited liability company and focused on serving individuals and families. The firm combines fee-based financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Its pricing mix includes asset-based fees as well as hourly and flat-fee engagements, allowing flexibility for both ongoing wealth management relationships and project work. Investment activity centers on equity-first portfolios: the firm demonstrates a clear preference for exchange-traded equities as the primary building block for client portfolios. Most assets are managed on a discretionary basis, which enables the adviser to implement model and customized equity allocations without seeking client approval for each trade. Stewardship is not structured as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices