Home Loan, Insurance, and Investment Advisors

Serving you with wisdom and love.

Schedule An Appointment
Watch Video

Home Loan, Insurance, and Investment Advisors

Serving you with wisdom and love.

Schedule An Appointment
Watch Video
Meet In Comfort Image

RECEIVE WISE
GUIDANCE

Meet In Comfort Image
RECEIVE WISE GUIDANCE
Receive Wise Advice Image
GET WHAT’S BEST
FOR YOU
Receive Wise Advice Image
GET WHAT’S BEST FOR YOU
Receive Wise Advice Image

EXPERIENCE FINANCIAL
CONFIDENCE

Receive Wise Advice Image
EXPERIENCE FINANCIAL CONFIDENCE
Finances should make life enjoyable, but dealing with major financial decisions alone leaves you frustrated and uncertain.

We genuinely love people through finances and protect families from financial pitfalls. See for yourself what 1215 people have said about their experience.

Finances should make life enjoyable, but dealing with major financial decisions alone leaves you frustrated and uncertain.

We genuinely love people through finances and protect families from financial pitfalls. See for yourself what 1215 people have said about their experience.

Discover Why Your Community Chooses Stewardship

Watch Video

Discover Why Your Community Chooses Stewardship

Watch Video

HERE’S HOW YOU CAN DO IT

1

Meet In Comfort Image

Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

2

Receive Wise Advice Image

Receive Wise Advice

Hear a personal solution from a licensed professional that can be executed together.

3

Experience Peace Image

Relax! We’ve Got This

Experience peace and enjoy life knowing that Stewardship is handling your finances.

Schedule An Appointment

Stewardship Explained

You know how most people go through major financial transactions with frustration and uncertainty? We provide home loans, insurance, and investments with wisdom and love. This way you have confidence in your finances and you can enjoy life. So many of our customers say “I don’t worry about finances. I have Stewardship handle that for me.

Stay Connected

Weekly Blog Posts

Read

Defining Stewardship Podcast

Listen

YouTube Channel

Watch

We will meet with you on your terms. In our comfortable office, over the phone, or in a video web meeting. The meetings are always free.

Schedule An Appointment
nerdwallet logo
real estate business awards logo
Dave Ramsey Endorsed SmartVestor Pro logo
Dave Ramsey Endorsed ELP Logo
Christian Wealth Management logo

Your Team Of Advisors

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Stewardship Team Image
  • Prepare For Your Inheritance In 4 Steps Image

Prepare For Your Inheritance In 4 Steps 

February 18th, 2020|

Baby Boomers are the wealthiest generation in American history. Over the next 30 years, an estimated $30 trillion will be passed down to Gen X’ers and Millennials. If you’re expecting an inheritance, you can [...]

  • 6 Steps to Become a Millionaire Image

6 Steps to Become a Millionaire

February 11th, 2020|

Anyone can become a millionaire just by investing over a long period of time. You don’t have to have a high income. For example, someone earning $40,000 a year can save 15% of his [...]

  • When is the Medicare Annual Enrollment Period Image

What Age Should I Get LTC Insurance?

February 4th, 2020|

Long term care (LTC) poses one of the greatest financial risks to retirees. The potential cost for this care is so high that it could drain a nest egg. While protection exists in the [...]

Here are a few things Stewardship can help you with:

Schedule An Appointment