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Simply Steward
Simply Steward provides tax-smart financial planning that frees clients' time and aligns with their values. Steve Cruice, CPA, CFP®, combines deep tax...
Overview
Simply Steward provides tax-smart financial planning that frees clients' time and aligns with their values. Steve Cruice, CPA, CFP®, combines deep tax expertise with a disciplined investment strategy so clients get integrated guidance instead of piecemeal advice. The firm weaves taxes, investments, estate planning, and charitable giving into a cohesive strategy and typically partners with people in or approaching retirement and with business owners.
General information
Firm type
RIA
Location
City
Centennial
Principals
Steve Cruice
CPA, CFP® professional — Founder & Lead Advisor
Shellana Keeling — Operations Manager
Cary Riggs — Administrative Support
Frequently asked questions
How does Simply Steward source proprietary deal flow?
The firm's deal-sourcing approach is not documented. No co-investment partners, GP relationships, or proprietary networks have been reported (public record).
Does Simply Steward participate in fund commitments or only direct deals?
No fund commitments or direct investments attributed to Simply Steward appear in public records (public record). The firm's deployment channel is unverifiable.
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