Stewardship Financial

Investment Management

With Wisdom and Love

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RECEIVE WISE
GUIDANCE

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RECEIVE WISE GUIDANCE
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ACHIEVE YOUR
GOALS

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ACHIEVE YOUR GOALS
Build Wealth and Give Generously Icon
BUILD WEALTH &
GIVE GENEROUSLY
Build Wealth and Give Generously Icon
BUILD WEALTH & GIVE GENEROUSLY

Do you want confidence in your financial future?

We help you achieve that confidence through our unique investment management experience.

  • Start a new general investment account or qualified account like an IRA, 401(k), 529, and more.

  • Roll over existing investment accounts from previous employers that are just sitting there.

  • Move investments that are currently being managed by a different Advisor or institution.

  • We will create a plan to to give you confidence about your finances to and through retirement.

  • We will find any holes in your financial picture and give practical steps to maximize efficiency.

  • You will be able to choose work place benefits and execute debt repayment with intelligence.

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Our Investment Management is executed by professional Advisors with a relational approach:

We simplify what has felt complex, and customize to your comfort and financial well-being.

  • Does choosing investments cause you anxiety?

  • Have you been sold bad investments?

  • Do you trust your current advisor?

  • Are you unsure about meeting financial goals?

  • Do you feel uneasy about your retirement?

  • Are you following a plan that meets your needs?

We give you Guidance, Confidence, and Control.

HERE’S HOW YOU DO IT

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Meet In Comfort

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

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Receive Wise Advice

Hear a personal solution from a fiduciary Financial Advisor that can be executed together.

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Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

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The initial meeting is always free. We are excited about any opportunity to build a relationship with you and consider it an honor to gain an understanding of how we can best serve you.

WHAT MAKE’S STEWARDSHIP SO DIFFERENT?

Fiduciaries. Not Salesmen.

Legally, we are only able to act in our customers best interest as we give advice with wisdom and love. No sales. No Pressure.

Sensible Guidance.

We communicate in simple terms as we work together to remove financial uncertainty and gain financial confidence.

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Your Financial Advisor

Jake Norton
Jake NortonFinancial Advisor | Co-Founder
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INVESTMENT MANAGEMENT

0.90% to 0.75%

Our fee is a percentage of the assets we manage. The fee we charge is dependent upon your investment account balance.

$1 to $999,999 balance = 0.90% fee
$1,000,000 to $2,499,999 balance = 0.85% fee
$2,500,000 to $4,999,999 balance = 0.80% fee
$5,000,000 and above balance = 0.75% fee

HOW IT’S PAID:

No need to cut a check manually. It’s automatic. A quarter of our annualized fee is paid to us from your assets at the beginning of each quarter.

We don’t get paid commissions based on the stocks or investments sold to you. Instead we give you sensible advice with your best interest at heart.