Together, We Grow

Our Roots Run Deep.

We’re rooted in clarity. 

We believe that financial planning is essential to pursue your goals for the future, but we also believe that it doesn’t have to be complicated or intimidating. Our clear approach helps to make the process comfortable for you and your family.

We’re rooted in relationships. 

When you work with us, you’ll discover that we don’t think of ourselves just as financial advisors. Instead, we’re relationship builders who deeply value the strong and lasting connections we make with our clients. We’re passionate about serving our clients well, and our clients come first in everything we do.

We’re rooted in the community. 

Stewardship Wealth is a second-generation business that serves multiple generations of families—not only to help protect and manage wealth, but to facilitate conversations about goals, values and philanthropy that make a difference for generations to come.

We can now use text messaging! We can be reached by phone or text at our office number, 281-375-2040. We look forward to hearing from you!

We’ve partnered with Nitrogen, a company that quantifies your risk tolerance as an investor in a unique and innovative way that is built on decades of academic research. They translate your risk tolerance into a Risk Number that gives us a way of comparing how your risk tolerance compares to the risk in your investment portfolio—We think you'll find it intriguing! We have provided a link above for you to find out your Risk Number. It is only a few brief questions, which should take about 5 minutes. We’d love to have you fill it out to help us as we evaluate your long-term goals and needs. This is one of the many steps we’re taking behind the scenes to ensure you’re positioned to meet your long-term goals.

To us, stewardship means being thoughtful, responsible managers of the assets and information with which you’ve entrusted us. We always strive to be good stewards as we listen, analyze and provide independent financial advice; in turn, we hope that our work helps you become a better steward of your financial resources to achieve your goals.