Company

Our firm works with affluent families, many who have accumulated more than they contemplate spending in their lifetimes. If you are in this situation, you know that you have a unique set of circumstances and choices. We work with you to understand your vision for your ideal future, your values and your goals. We establish where you are now and where you would like to be in the future. We then develop a written plan to help you move from success to significance in your business and in your life. In short, we help you make good decisions concerning money.

Strategic Stewardship has joined forces as a National Financial Partners Corp. affiliate, a national organization based in New York, NY (NFP Annual Report). This links our firm with over 300 independent financial services companies in America, offering services in key areas: estate, business, employee benefits, investments, and charitable giving. In addition, we offer securities through NFP Securities, Inc. a full service broker-dealer and federally registered investment advisor.

At the individual client level, Strategic Stewardship works with carefully selected professionals, including attorneys*, accountants*, portfolio managers, business consultants, and advisors in a wide range of disciplines with one goal in mind: serving our clients with excellence. We seek to assemble or join with the team of professionals that will provide some of the best combination of services to meet each client's needs.

If you would like to know more, we would be happy to schedule an introductory meeting with you at our expense. Click here and we will contact you.

*NFP Securities, Inc. does not provide legal or accounting advice. You should contact your professional advisors for assistance regarding your personal situation.