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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.
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. 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
Frequently asked questions
What is Smart Stewardship Advisors?
Smart Stewardship Advisors is a ria headquartered in Lakewood Ranch.
Where is Smart Stewardship Advisors headquartered?
Smart Stewardship Advisors is headquartered in Lakewood Ranch.
What does Altss track for Smart Stewardship Advisors?
Altss maintains an OSINT-verified profile of Smart Stewardship Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Smart Stewardship Advisors's website?
Smart Stewardship Advisors's public website is smartstewardship.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Smart Stewardship Advisors?
Smart Stewardship Advisors is classified by Altss as a RIA.
How does Altss source intelligence on Smart Stewardship Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Smart Stewardship Advisors's Altss profile last updated?
Smart Stewardship Advisors's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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