JAKE NORTON

Your Personal Financial Guide

Aligning your investments with your values

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GET A CLEAR PICTURE OF WHERE YOU ARE
Receive Wise Advice Image
GET A CLEAR PICTURE OF WHERE YOU ARE
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ALIGN YOUR FINANCES WITH YOUR GOALS
Meet In Comfort Image
ALIGN YOUR FINANCES WITH YOUR GOALS
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BE CONFIDENT IN YOUR FINANCIAL FUTURE
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BE CONFIDENT IN YOUR FINANCIAL FUTURE

Is The Direction Of Your Finances Headed Towards Your Goals?

  • Are you uncertain about your financial future?

  • Do you know the probability of success to meet your goals?

  • Are your actions aligned with your goals being met?

  • Is planning for your retirement keeping you up at night?

Most people are uncertain in their financial future and don’t have time to figure it out. I become your personal financial guide and work in your best interest to make sure you are thriving in your finances, letting you focus on what’s most important.

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Organize

I take inventory of your current financial picture and clearly present it so you know where you are at.

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Optimize

Your finances need to be moving towards your goals. We do this with efficiency and ease.

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Relax

Your finances are being guided through the right path to win. Walk with confidence!

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A loving wise advisor who only works in your best interest, not selling anything.

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Discover what it’s like to meet with me.

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Step 1

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Meet

I give you direct access to my calendar so you can schedule a time that is best for you.

Step 2

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Receive

Receive wise advice that sets you on a path to meeting your financial goals.

Step 3

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Experience

Enjoy life knowing that your finances are being handled with expertise and care.

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Jake leads the Stewardship Blog. Subscribe below to get relevant and relatable financial advice emailed to your inbox weekly.

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My Bio

At Stewardship, I help people make wise decisions with their money.  I love the fact that the work we do directly impacts families and future generations.

I graduated from Arizona Christian University with a degree in Business Administration.  Soon after, I started my investment career at a large brokerage company.  In 2015, I co-founded Stewardship Financial.

I am a native of Arizona.  I am married to a beautiful woman, Rilie, and we have two great kids–Ivy and Maccoy.  We attend Christ Church in Gilbert where I volunteer in the worship band as a guitar player.

what we have, and I hope that through Stewardship we can help you achieve it.

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What is your Risk Number?

Capture your risk tolerance and see if your portfolio fits you.

I will meet with you on your terms. In my comfortable office, over the phone, or in a video web meeting.

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