Family Steward Wealth Consulting®

Overview

Family Steward Wealth Consulting® is an independent, privately owned registered investment adviser that combines advisory services with insurance brokerage. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other engagement models. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices