Stewardship Wealth Management LLC

Yes, Stewardship Wealth Management LLC is registered as an RIA with the SEC, which means it is legally obligated to act as a fiduciary and put client interests ahead of its own (public record). This distinguishes it from broker-dealers who may operate under a suitability standard.

The firm offers investment management, financial planning, retirement and estate planning, and tax optimization. It tailors these services to high-net-worth families as a multi-family office (public record).

As an RIA, Stewardship typically charges an assets-under-management fee, often a percentage of the client's portfolio. It may also charge fixed planning fees for certain services. This avoids conflicts from commission-based sales (public record).

The firm targets high-net-worth families, requiring a minimum account size that is not publicly disclosed. Interested individuals can contact the firm directly for eligibility criteria (public record).

Stewardship emphasizes a conservative, long-term approach, focusing on asset allocation and diversification to preserve capital. Specific investment strategies are not detailed publicly, but the firm's website might indicate a preference for holistic planning (public record).