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The Steward
The Steward is a high-touch planning relationship centered on protecting what has been built while creating tax-efficient, long-term strategies for the future.
It integrates investment management with estate, tax, and legacy planning into an ongoing partnership designed to keep financial decisions coordinated and intentional.
The focus is on steady guidance, thoughtful structure, and proactive planning so families can move forward with confidence, knowing their wealth is being managed with care, purpose, and long-term stewardship in mind.
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