Following is what some of our clients and those who refer clients to Wealth Stewards have had to say.



L. F., Client

I just wanted to drop you a note to personally thank you for helping us with my tax problem. We have been so happy with our association with Wealth Stewards and you in particular.

Any time we have contacted you with questions or issues you have responded quickly and conscientiously. Even though we are not "big" clients you have made us feel important and taken care of. Of course it doesn't hurt that our investments are doing well :)

We are both of a mind, that connecting with you and Wealth Stewards has been beneficial to us financially but more importantly has given us a peace of mind that is reassuring.

Your personal touch and genuine concern for our well being both professionally and personally is so appreciated. Thank you for all you've done and we look forward to a long and successful relationship with Wealth Stewards.

H.J., Client

"Dear Andrew:
 
I wanted to drop you a quick line to let you know how much we appreciate
all you have done and continue to do since we met you almost 4 years back.
 
My association with you at Wealth Stewards has not been that long but at our first meeting with Paul Tyers and yourself, you portrayed an upfront professionalism both during our conversation and through your analysis of our financial picture. 
 
Since becoming your client, you have brought forth ideas and products that were new to us. You have given us an all-encompassing estate plan and offered ideas to protect our estate and reduce our taxes. 
 
We both feel extremely comfortable with the relationship we have built and we look forward to continued success with your guidance

D.C, CPA, CA, Accounting Affiliate

"Wealth Stewards’ multi-disciplinary expertise in all aspects of wealth planning and management has proven invaluable to me and many of my high net worth clients."
 

H.H., CPA, CA, Accounting Affiliate

"Wealth Stewards Inc. helped me discover the added value that I could provide my clients. When competition was getting incredibly tough, an edge like this was crucial to differentiating our firm, retaining our best clients and acquiring new ones."

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