Stewardship Wealth Management Solutions

Stewardship Wealth Management Solutions provides investment advisory and financial planning services to individuals—including high‑net‑worth clients—as well as trusts, pension and profit‑sharing plans, and corporate clients. Offerings include discretionary and non‑discretionary asset management, comprehensive portfolio management (using stocks, bonds, ETFs, options, mutual funds and private securities), standalone financial planning, and retirement plan consulting, and the firm may recommend third‑party money managers.

The firm employs a multi‑method analytical approach—fundamental, qualitative, quantitative, sector and technical analysis—to build asset‑allocation strategies (strategic, dynamic, tactical and core‑satellite) and may use long‑ and short‑term trades, fixed income and options where appropriate, with regular monitoring and at least annual reviews. In implementing portfolios it conducts due diligence on and ongoing monitoring of any sub‑advisers or third‑party managers and rebalances portfolios based on client objectives and market conditions.

Compared with many peers, the firm discloses that it uses hypothetical performance, client testimonials and third‑party ratings in its advertising, practices that are relatively uncommon for supported firms. Its advisers are also registered representatives of a broker‑dealer and licensed insurance agents (able to earn commissions), the firm has received transition assistance from its custodian, and it offers some atypical planning work such as cost segregation and corporate‑structure advice—each disclosed as potential sources of conflicts of interest.