Private Client Concierge Services

Private Client Concierge Services

Draw upon the knowledge of our firm's investment expertise and planning advice



The Future Belongs to Those Who Challenge the Present

Reaching Your Goals

Your Stewards of Capital Private Client Advisor will work with you to:


  • Gain a deep understanding of your investment objectives, investable assets, time frame and risk tolerance


  • Help prioritize your financial goals


  • Conduct a Customized Financial Analysis to outline a strategic path designed to help you reach your goals and anticipate any unexpected scenarios you might encounter along the way


  • Monitor and make adjustments as your life and the markets evolve

Our Investment Approach

With your individual portfolio in mind, our approach combines:

Portfolio Management


Our investment philosophy revolves around your core portfolio and can be complimented with more specialized strategies and themes.

Manager Selection


Your Stewards of Capital Private Client Advisor is best positioned to execute our investment view, and are most likely to deliver consistent, long-term, risk-adjusted returns within prevailing market conditions.

Market Perspectives


As the global economy continues to evolve, your Stewards of Capital Private Client Advisor can offer unique insights about economic and social challenges our clients and the industry face now and in the future.

What Stewards of Capital Private Client Can Do For You

Concierge Mortgage Banking


Your Private Client Banker provides you with premium mortgage banking solutions available only through Stewards of Capital Private Client.



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Your Goals


Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.



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© 2005-2020 Stewards of Capital & Co.®   All Rights Reserved.  Florida Mortgage Lender-Servicer License # MLD1201  NMLS #: 383954


Equal Housing Lender. Stewards of Capital & Co., LLC. 8603 South Dixie Highway, Suite 218, Pinecrest FL 33156, NMLS #383954 is licensed by the Department of Corporations regulated under the Florida Office of Financial Regulation, Florida Department of Financial Services and governed by the Consumer Financial Protection Bureau.  Stewards of Capital & Co., LLC is a proud members of the Certified Financial Planning Board of Standards, (CFP®), Certified Mortgage Planning Specialist Institute (CMPS®), International Association of Registered Financial Consultants (IARFC®), Mortgage Bankers Association  (MBA), National Association of Insurance and Financial Advisors (NAIFA), and the Better Business Bureau (BBB)