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Smart Stewardship Advisors
Smart Stewardship Advisors offers clients a portfolio of services to prudently manage their financial and non-financial resources for maximum gain and impact.
Overview
Smart Stewardship Advisors offers clients a portfolio of services to prudently manage their financial and non-financial resources for maximum gain and impact. Their mission is to help minimize and eliminate taxes so clients can maximize funding for family goals and charitable causes. They focus on the whole picture of life stewardship by looking at personal, financial, investment, insurance and estate planning. They use a virtual team of professionals and emphasize proactive, innovative advice.
General information
Firm type
RIA
Location
City
Lakewood Ranch
Principals
Rich VanderSande
Principal
Anthony Colancecco Jr.
CFP®, CRPCTM
Terri Walton Boyer
Ops Managers
Eric Stein
CFA®
Mario Nardone
CFA®
Brett Wheeler
CFP®
Jaxson Coad
Ops Specialists
Logan Tillotson
Ops Specialists
Hailey Morris
Ops Specialists
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