True Wealth Stewards

True Wealth Stewards serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations, offering discretionary portfolio management, project-based and ongoing financial planning, and employee benefit plan advisory services. Financial planning engagements produce written plans that may address business planning, retirement and distribution strategy, estate considerations, tax efficiency, charitable giving, and employee benefits optimization.

The firm builds individualized investment policies and asset allocation targets and implements portfolios using a mix of passive and active management informed by fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory. Clients typically grant the firm limited discretionary authority for trading, and accounts are held on an institutional custodial platform that supports block trading and consolidated reporting as part of ongoing quarterly reviews.

Distinctive features include a formal pension consulting and ongoing employee benefit plan service line — an offering that is uncommon among independent advisory firms — and a practice that generally recommends prospective clients have around $500,000 of investable assets while not enforcing a strict minimum. The firm’s principal holds CFP and CKA credentials, operates an outside financial education business, and manages approximately $47.5 million in client assets through its institutional custodian relationships.