Steward Wealth Strategies

In observance of Labor Day, our offices will be closed on Monday, September 7.

Today, we’re especially thankful for our dedicated team and for the clients who trust us to serve them and their families. We are grateful for the relationships we’ve built and the opportunity to work alongside such wonderful people each day.

Wishing you and your family a safe and restful Labor Day!

As we head into Labor Day weekend, we’re reminded that there is purpose in the work we are called to do. We’re grateful for our incredible team and the clients we have the privilege to serve.

Wishing you a safe and restful Labor Day weekend!

Happy Friday! The way we steward our resources reflects what matters most to us. May we be intentional with what God has entrusted to us, keeping our hearts focused on what has lasting value.

“For where your treasure is, there your heart will be also.” — Matthew 6:21

It’s been a pleasure welcoming members of the LPL Financial team to our office! We’re grateful for the time together, the collaboration, and their continued support as we work to serve our clients well.

Two years, three incredible teammates, and countless reasons to celebrate! Happy work anniversary to Bethany, Daniel, and Liz!

Today, we’re celebrating Graham! We are so grateful to have you on the Steward Wealth Strategies team. Happy birthday! 🎉🥳

Each month, our team comes together for Kingdom Advisor studies to grow in our ability to serve clients through a biblical perspective.

Today, we were grateful to be joined by Richard Newton, Raleigh Regional Director for NCF Carolinas, and David Bohm, Director of Programs at Mission Triangle, for a study on “Ten Reasons to Give.” Generosity is one of our Six Key Areas of financial planning, and we are passionate about encouraging our clients to give generously and steward their resources faithfully.

Thank you, Richard and David, for sharing your time and wisdom with our team!

Five years with Amy Bennett! 🎉 We are so thankful for Amy and everything she has contributed to Steward Wealth Strategies over the past five years. Happy work anniversary, Amy!

A big thank you to our summer interns, Holden and Bethany! They worked on a variety of projects this summer, supporting each of our teams and jumping in wherever help was needed. Wishing both of them the best as they head back to school!

One year already! 🎉 Happy work anniversary to Ashley Harris and Scotty Blanchard! We're thankful to have you both on the team. Here's to another great year ahead!