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Proud to serve families and businesses in the Carolinas “Without counsel, plans go awry, but in the multitude of counselors they are established.”  Proverbs 15:22


The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all potential opportunities, we believe investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting client service first.

As a financial services firm, we offer clients access to an assortment of quality, non-proprietary investment* and insurance choices.

To schedule your complimentary initial consultation or to RSVP to one of our financial classes, click here.


Dave Ramsey

Steward Wealth Strategies has been fortunate to serve Dave Ramsey fans in the Carolinas since 2008.

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The Hearts of Teachers

Not the hearts of salesmen. Our goal as SmartVestor Pros is to help educate so you make the best decision for yourself.

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More than a
Mission Statement

It’s all about stewardship. True wealth in life is measured by one’s compassion and generosity.

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