Steward Wealth Management Email Format
Financial ServicesTexas, United States2-10 Employees
Steward Wealth Management is a fee-only financial services firm offering comprehensive wealth management and independent, objective advice. It combines in-house expertise—a CPA and an attorney—with financial guidance anchored in Nobel Prize-winning research, institutional trading concepts, and goal-based planning to help clients pursue their objectives. Based in Colleyville, Texas, the firm serves individuals seeking thorough, evidence-based financial guidance from a small, boutique operation. In August 2023, Steward Wealth Management was acquired by Mercer Advisors, marking a notable industry development.