Presque Isle, ME Office

Team
Updated today
StewardWell LLC logo

StewardWell LLC

Team

Firm-wide stats for StewardWell LLC

Total advisors

8

Across 3 offices

Clients per advisor

270 Very High

Avg AUM per client

$204,773 Very Low

HNW client ratio

4% Very Low

About

StewardWell provides discretionary wealth management and financial planning to individuals, high net worth individuals, trusts and estates. The firm delivers ongoing investment management—typically implemented through model portfolios composed mainly of exchange-traded funds and bonds—and also offers stand‑alone financial planning engagements and referrals to outside specialists.

The firm constructs portfolios using both fundamental and technical analysis and generally pursues a long‑term orientation while rebalancing or trading shorter term as needed for client objectives, tax reasons, or cash needs. StewardWell commonly implements client strategies via model portfolios, may allocate portions of assets to unaffiliated Independent Managers, and uses an institutional turnkey platform to custody and execute client trades.

Notable features in the brochure include its recent formation in 2026 and SEC registration, combined with reported discretionary management of roughly $441.7 million for about 2,157 clients while listing a very small advisory staff in filings, an operational profile that is uncommon for a newly established, small firm. The firm also discloses an institutional relationship with its platform provider that produces software and service benefits to the firm, and certain advisory persons maintain insurance and broker‑dealer registrations and may receive separate commission income, presenting potential conflicts that are described in the disclosure materials.

Based on StewardWell LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on StewardWell LLC

Location

99 Fort Fairfield Rd, Suite 3

Presque Isle ME 04769

Advisors at this office

4

Advisors at this office

user avatar

Emil H

Series 65

Presque Isle, ME

StewardWell LLC

Emil Huck IV is a financial advisor at StewardWell LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Outside of his advisory role, Huck is involved in operating Moose Ridge Cabins, a rental property in Maine. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating both fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin S

Series 65

Presque Isle, ME

StewardWell LLC

Benjamin Shaw is a financial advisor with StewardWell LLC, holding a Series 65 credential and five years of industry experience. Prior to joining StewardWell in 2026, he worked at Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. He is also the Chief Operating Officer of Thompson Financial Group, where he assists with management and operations. StewardWell provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily consisting of exchange-traded funds and bonds, combining fundamental and technical analysis with a long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael M

Series 63, Series 65

Presque Isle, ME

StewardWell LLC

Michael Marquis is a financial advisor at StewardWell LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. Outside of his advisory role, Marquis co-hosts a TV show called MaineLife, which features episodes related to visiting and vacationing in Maine, and he owns small businesses in dog sitting and landscaping. StewardWell provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm typically uses model portfolios composed mainly of exchange-traded funds and bonds, applying both fundamental and technical analysis with a long-term investment orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Madison S

Series 65

Presque Isle, ME

StewardWell LLC

Madison Staples is a financial advisor at StewardWell LLC with one year of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, and Thompson Financial Group. Outside of advisory work, Madison has experience in the restaurant industry, including roles at Boondocks Grill. StewardWell LLC provides discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs model portfolios primarily composed of ETFs and bonds, combining fundamental and technical analysis with a long-term investment approach adjusted as needed for client circumstances.

Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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