At Stewards of Capital, we truly understand – and deliver on – what lending and planning is all about. We incorporate a long-term, broad and deep consultative relationship with affluent clients delivering customized solutions for their unique needs and goals. We make sure to identify, satisfy, retain, and generate more business and referrals from fewer, more affluent clients.
At Stewards of Capital, we hold ourselves to the highest standard (the Crown Standard), in our quest to keep the American Dream of financial freedom, wealth preservation and critical wealth creation alive.
Our mortgage lending unit is comprised of a core group of seasoned professionals who work aggressively to provide you with excellent real estate lending expertise for both residential and commercial properties.
Our Real Estate Investment & Advisory Unit offers a broad range of services to owners and lenders facing significant challenges in the current real estate market. The unit is focused exclusively on opportunistic and distressed real estate investments in South Florida that we believe offer highly attractive risk-adjusted returns.
Our financial practitioners can provide an overall financial plan reviewing all areas of your finances, A La Carte advice for a specific need such as 401k/IRA rollovers, budgeting, college planning, business planning, or simply a second opinion. We continue to advise and coach you on a regular basis, if desired, to ensure that your plans stay on track.
Investment & Advisory
Your Stewards of Capital Advisor can offer all three types of life insurance and annuity products. But more importantly, we can help you determine whether life insurance or an annuity is appropriate for your portfolio and, if so, help you select the type — and even the specific product — that best fits your needs.
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 & Co. is well positioned to view the entire marketplace and spectrum of opportunities without conflict on behalf of our clients.