Stewardship Wealth Management LLC
Homepage http://www.stewardshipwm.com
LinkedIn Profile https://linkedin.com/company/stewa***alth-mana***
HQ Location
United States , Kansas, Overland Park6240 W 135th St, Overland Park, KS 66223, USA
Stewardship Wealth Management is a financial planning and investment management firm. We first help clients create a financial plan with specific goals and objectives based on their values and priorities. Next, we help clients manage their investments to achieve their goals. We are not associated with a commission based broker/dealer but we purchase third party independent research from Morningstar and Litman Gregory - investment management consultants. We custody client accounts at TD Ameritrade Institutional.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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