Christian Wealth Management

Nestled in the heart of Tacoma, Washington, Steward Wealth Management empowers individuals, families, and businesses to make confident financial decisions. We believe in a holistic approach, considering every facet of your financial life to achieve your financial goals.

Our Values-Based Approach

At Steward Wealth Management, we prioritize values-based investing, aligning your financial decisions with your ethical and moral convictions. We utilize specialized screening tools to assess company ethics, allowing you to invest in businesses that resonate with your personal values.

1. Holistic Planning

We take a comprehensive approach, considering your current financial status, future aspirations, and other life goals to create a personalized financial plan.

2. Retirement Income Planning

Transitioning from saving for retirement to withdrawing your assets requires careful planning to maximize your income and security in your post-working years.

3. Legacy Planning

From estate planning to college funding and philanthropy, we guide you in creating a seamless transfer of wealth, minimizing taxes, and ensuring your legacy.

4. Employer-Sponsored Retirement Plans

We partner with businesses to establish and manage robust retirement plans that empower employees and enhance financial wellbeing.

5. Faith-based Investing

We believe investing can be aligned with your beliefs. Through specialized screening tools, we identify companies that align with your values.

Our Process

We strongly believe in a personalized approach, taking the time to understand your individual needs, goals, and anxieties. Our process includes:

• Discovery: Understanding your values, goals, and concerns.
• Analysis: Comprehensive review of your financial situation.
• Planning: Developing a personalized financial plan.
• Implementation: Executing your plan and managing your finances.

Our Commitment

At Steward Wealth Management, we are dedicated to providing exceptional guidance, empowering you to make informed financial decisions and achieve lasting financial security. We are committed to open communication, transparency, and building lasting relationships with our clients.