# Smart Stewardship Advisors

Smart Stewardship Advisors is a RIA based in Lakewood Ranch.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lakewood Ranch
- **Assets under management:** Undisclosed
- **Website:** https://smartstewardship.com

## Regulatory record

- **CRD number:** 136468
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136468

## About

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.

## People

- 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

## Related profiles

- [SM Carlton Advisory](https://altss.com/profile/sm-carlton-advisory)
- [SmartFinancial](https://altss.com/profile/smartfinancial)

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Last updated: 2026-08-11T15:08:11.274Z

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