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Private Client Concierge Services

Private Client Concierge Services

As a Stewards of Capital Private Client, you will have a team of specially-trained professionals who bring together exclusive access to the expertise and investment capabilities of Stewards of Capital & Co.

A Dedicated Team Focused on You

How Your Dedicated Team Works Together

As a Stewards of Capital Private Client, you will have a team of specially-trained professionals who bring together Concierge 

Mortgage Banking with exclusive access to our firm's expertise and investment capabilities.


Your team is anchored by two individuals — your Private Client Mortgage Banker and your Private Client Financial Advisor, who work with only a select group of clients to provide you with an exceptional level of personal service and attention.

Your Private Client Mortgage Banker
Provides personalized service and manages your real estate  and mortgage banking needs


  • Guides you through premium lending solutions and services available only through Stewards of Capital Private Client

  • Provides you with priority service

  • Seamlessly connects you with other experts, dedicated to our Stewards of Capital Private Clients, for mortgage planning and investment advisory needs.





       Find out more about Concierge Lending > 



Your Private Client Financial Advisor


Draws upon the expertise of our licensed investment professionals to develop tailored investment strategies



  • Gets to know you and what is important to you


  • Develops a plan that is managed to your preferred level of risk and helps you meet your financial goals


  • Proactively brings you updates about market, economic and legislative trends that may impact you


  • Shares exclusive market, planning and retirement perspectives



      Find out more about Investment Expertise >

Connect to an Extended Team of Specialists

Your dedicated team will connect you to other banking specialists when you need them.

Mortgage Bankers


Whether it's your first home, a vacationor investment property, our Mortgage Bankers can advise you throughout the financing process.

Business Relationship Managers


Our Business Relationship Managers can support your personal and business objectives,providing advice and dedicated concierge service.

Private Client Service Line


To ensure you can always reach us — you have access to a client service line answered by a knowledgeable Licensed Private Client Professional.

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