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The Steward
◊ A high-touch planning relationship focused on preservation, tax efficiency, and long-term stewardship
◊ Built for clients seeking thoughtful integration of estate, tax, investment, and philanthropic planning
◊ For households with $1M–$5M in assets under our care, business owners preparing for transition, and families who value a proactive, ongoing financial partnership
First Meeting Essentials
As your financial life becomes more complex, effective planning is no longer about managing pieces in isolation - it’s about integrating decisions across your investments, taxes, estate plan, and long-term goals. At this stage, coordination becomes the key to preservation and progress.
Our first conversation is an opportunity to uncover the full picture, not just account balances or projections, but the values and responsibilities that guide your decisions. The more context you bring, the more precisely we can help you steward your wealth with clarity and confidence.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Insurance
Life, Long-Term Care, Disability, Home, Auto, Agent Contact
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Contact
Debts
Mortgage, Student Loans, Credit Cards, Personal Loans
Tax Returns
Most Recent Tax Returns, Tax Advisor Team Contact