Who Do We Work With? - Wealth Stewards

We work with clients who want more out of their investment advisors. You have worked hard for your money and our advisors will work hard for you.

To be a client of Wealth Stewards is to be someone who understands the importance of good financial advice and guidance and who values the development of a long term personal relationship.

We know you and your experience cannot be put into a box. While many of our clients fit the categories below, we do not exclusively work with these profiles and will always work to customize our services to meet your individual needs.

Our Clients are:

Retired elderly couple happily enjoying their time on the water sitting on their yacht at sunset

Retirees

You have unique financial planning and investing needs. The retirement stage of life has a completely new set of financial boundaries. It is important to have guidance in managing your investments and navigating the complexities that come with ensuring that you have the resources you need to maintain your standard of living, protect your hard earned assets and adjust to changing circumstances. You deserve to enjoy your golden years without the stress and anxiety of dealing with your finances.

Executives

The life of an executive is not often relaxing but managing your finances shouldn’t be another thing on your shoulders. We understand the complex needs that executives often have, from managing stock options, high levels of income and tax planning. You deserve a bespoke plan suited to your unique needs, one that focuses on maximizing your wealth, minimizing your tax and protecting your assets that can change with you and your career.

Private Business Owners

As a private business owner you know what it feels like to constantly be pulled in different directions. We can help you balance the demands of your both your business with your personal financial goals. Whether you are planning for a sale or succession of your business, optimizing your cash flows, growing your business, managing the risks or running a business or protecting your assets, we can help you stay on track as your circumstances change.

Medical Professionals

As a medical professional you spend your time caring for others. When it comes to your finances it’s time to let someone else look after your best interests. We understand that as a medical professional you have complicated financial needs and challenges. We work with doctors, dentists and pharmacists to balance the demands of your career with your personal financial goals. Whether you’re looking to maximize your income, minimize your tax or protect your assets as you move through a demanding career, our wealth advisors are there for you.

Family with two young children, middle aged father and mother as well as a grandfather and grandmother all taking a selfie

Family Office

For high net worth individuals we recognize the importance of building a strong ongoing relationship with your advisor team. We are able to act as a one-stop shop for your financial needs. We can look after everything from your routine day-to-day banking needs, to more complex financial planning including estate, trust, philanthropic planning , and investing to achieve your financial goals. The wealth stewards team can give you the peace of mind and support that you and your family need with a goal of preserving and growing your wealth for generations.