
Our Vision and Values
The Wealth Stewards is centered around the empathetic pursuit of shared achievement. At our core we believe in the nobility of our profession; we are dedicated to continuous improvement; and we close the loop in the work we do for a select group of successful families. Ask us how our core values drive all that we do.
Our Approach to Wealth Management
Services we offer
Banking and Lending Solutions
With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives.
Corporate Retirement Plan Consulting
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
Education Planning
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Investment Banking
No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within eight growth-oriented industry practices to serve you.
Longevity Planning
Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
News & resources

A volatile year with a silver lining

When would it be ok to start cutting rates, and by how much?

Recapping November’s key market events

Why do the wealthy borrow? Sometimes, debt makes sense

Equities rebound in November, ending a three-month slide

Never stop earning

Understanding long-term care

Understanding the difference between long-term care and long-term disability

Bond market perspective

How AR is impacting business
An elevated advisory experience
- The Wealth Stewards
- 2121 W Chandler Blvd, Ste 103 Chandler, AZ 85224-6576
- T 602.365.0534
- F 833.283.2942
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Wealth Stewards is not a registered broker/dealer and is independent of Raymond James Financial Services.
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