At Stewardship Wealth Managment we are dedicated to providing wholistic, intelligent, and individualized wealth management strategies, while providing an exceptional customer experience. Our dedication to properly serving our clients helped make our decision to have LPL Financial as our broker dealer. We believe LPL is the perfect fit to helping us serve clients in the best way possible.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured of influenced by LPL to sell products.
Thousands of financial advisors, nationwide, are able to rely on the firm’s tools and resources to help provide financial guidance and recommendations to help meet their client’s needs.
For more information about LPL Financial, visit www.lpl.com
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk Management
Questions we can help answer:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our team of experienced professionals have helped many people with the issues above, and other similar issues. We specialize in creating an approach that is designed to address each client’s individual situation.
Check the background of your financial professional on FINRA's BrokerCheck.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: TX, OK, NJ, NC, MN, KS, FL, CO, AR.
Let’s Plan for the Future.
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