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Personal Financial Planning

Stewards of Capital & Co. delivers personalized investment advice and comprehensive financial planning to individuals, small businesses and trustees with investment portfolio responsibilities.  Our advisors share a dedication to see our clients to pursue the things in life that matter most to them.


Stewards of Capital has developed an expertise in providing customized alternative investment consulting services. We believe that a private equity portfolio should be constructed specifically to meet a client's objectives given their level of risk tolerance, and should also include the full opportunity set in the private equity marketplace.

As our firm does not have any fund-of-funds or discretionary separate accounts, we believe that Stewards of Capital is well positioned to view the entire marketplace and spectrum of opportunities without conflict on behalf of our clients. In addition, we have significant experience developing customized investment policies that outline the roles and responsibilities of the unique structures.



Regardless of what kind of retirement you envision, whether you’re starting your first job or racing down the home stretch of your career, whether you’re an individual investor or a business owner with employees, your Stewards of Capital advisor can work with you to enhance your retirement vision, advise you on the specific steps you need to take in order to pursue your vision, explain all of the tax-advantaged retirement-investing options available to you, and help you decide which ones will most effectively meet your needs.

Your personal advisor will review your progress, and make any necessary adjustments.  No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms. Now is the time to think about developing a strategy that seeks to generate income from your retirement portfolio. 


Trust and Estate

A key step in wise financial stewardship is pre-planning for the distribution of your assets upon your death or the death of a family member. Estate planning is an extremely important and often complex decision you need to make in your lifetime.  Our advisors will assist you in devising a plan best suited for your beneficiaries and in line with your charitable objectives, while minimizing taxes and other expenses. 

As part of our holistic approach, we are committed to working with you and your tax and legal advisors during the estate planning process.  That's because we understand that planning is about more than numbers.. it's about leaving a legacy.  Explore Stewards of Capital & Co. today.

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