Wealth Management

Managing investments with wisdom and love.

This is more than just buying stocks. It’s personalized wealth management with options to meet your comfort level, desires, and financial needs.

SCHEDULE AN APPOINTMENT

Or give us a call at 602-384-2604

MULTIPLE INVESTMENT OPTIONS

COMFORTABLE RISK MANAGEMENT

LOCAL ADVISOR:
NOT A CALL CENTER

Our wealth management framework is intentionally designed to provide solutions to the following questions:

How much wealth do I need to make work optional?
I don’t love the idea of just investing in stocks. Are there other options?
Is my money tied up, or will I be able to access it quickly if needed?
Is my portfolio protected from poor government decisions?
Are my investments with moral and ethical companies?

We provide active Wealth Management to safeguard your wealth ang give you the peace of mind you desire and deserve.

Wealth Management solutions that include: private investmentslocal real estate fundsnotes with downside protectioncompanies focused on excellence

We do much more than put your money in “the market”. As an independent investment advisory we have access to countless innovative options that meet your personal and financial needs. Below are some of our most popular options.

Funds that strive for excellence

These funds ignore the mainstream agenda and focus on companies that are excellent at what they do.

Notes with downside protection

Structured Notes add certainty by trading potential gains for protection against potential losses.

Private investments & real estate

These funds allow you to invest in Arizona real estate without the headache of being a landlord.

Schedule An Appointment

Or give us a call at 602-384-2604

An Inc 5000 and Financial Times Fastest Growing Company in America

Here are a few ways we can serve you.

Customized investments that focus on income, growth, downside protection, and more.
Add certainty to your returns through Structured Notes and Buffered ETFs.
Gain access to private investments and lending products on your investments.
Execute unlimited calls, texts, emails, and meetings with your dedicated local Advisor.
Efficient donations through gifting in-kind securities and Donor Advised Funds.
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.
Personalized retirement planning that creates certainty for the next stage of life.

Schedule An Appointment

Or send us an email at home@stewardship.pro.

What makes 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. Not Confusion

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

Wealth Management you love by people you trust.

schedule an appointment

Or give us a call at 602-384-2604

Answering your questions proactively

All of our Wealth Management clients get free access to our Financial Planning Membership. This Financial Planning framework focuses on 10 key financial elements. We regularly monitor and manage them throughout the year through a mobile app. You’ll receive quarterly engagements and impromptu communication if any elements go off track.

Some look at these elements and get overwhelmed… Others look at them and get excited! Regardless of your reaction to these details, know this:
As your Advisor, we will do more than just “invest your money”. We will manage your wealth and your financial plan with wisdom and love.

To learn more about each financial element click the colored boxes below.

Everything In One Convenient Place.

Access your financial plan and element status easily through our user-friendly app. It’s available on your phone or computer web browser. If you do not like tech, don’t worry! We’ll guide you through its use, and create an experience that allows you to engage with the app in whichever way is most comfortable for you. Take a look:

Executed by professional Advisors with a relational approach.

We simplify the complex, and customize everything to your comfort and financial well-being. Here is what you can expect:

Schedule An Appointment

Or you can send us a text or give us a call at 602-384-2604

Investment Management Cost

Our fee for managing an investment account for any client is a percentage of the assets we manage. The fee we charge is 1% of your investment account balance.

How It’s Paid:

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

Here is an example: If we managed $250,000 of your assets the annualized fee would be the 1%. The monthly fee that would automatically come to us would be $208.33 ($250,000 * 1% = $2,500 annualized which $208.33 a month when $2,500 is divided by 12)

We don’t get paid commissions based on the investments sold to you. Instead, we give you sensible advice with your best interest at heart. And our compensation model reflects that.
Our income is a direct reflection of the performance of your assets.

Your Team of Advisors

Jake NortonFinancial Advisor