Together, We Grow.
Our Mission We empower individuals and families to become better financial stewards by aligning their goals with strategies that help preserve, build, and manage their wealth. Stewardship is the thoughtful, responsible management of something with which one is entrusted.
Our roots run deep. WE RE ROOTED IN CLARITY. We believe that financial planning is essential to achieving your goals for the future, but we also believe that it doesn t have to be complicated or intimidating. Our clear approach helps to make the process comfortable for you and your family. WE RE ROOTED IN RELATIONSHIPS. When you work with us, you ll discover that we don t think of ourselves just as financial advisors. Instead, we re relationship builders who deeply value the strong and lasting connections we make with our clients. We re passionate about serving our clients well, and our clients come first in everything we do. WE RE ROOTED IN THE COMMUNITY. Stewardship Wealth is a second-generation business that serves multiple generations of families not only to help protect and manage wealth, but to facilitate conversations about goals, values and philanthropy that make a difference for generations to come.
Your goals are our goals: Together, we grow. OUR VALUES We ve built Stewardship Wealth on a set of values that steer everything we do. ACT WITH INTEGRITY. Honesty and fairness are our bottom line: We re always up-front about our process. We pride ourselves on providing you with objective advice. And client confidentiality is of the utmost importance. LOOK TOWARD THE HORIZON. There are no shortcuts to achieving the financial future you envision. By following proven processes over the long term, together we create the path from where you are to where you want to be. Our years of experience enable us to spot potential obstacles and address them before they block the way. NURTURE STRONG RELATIONSHIPS. Getting to know you well is how we achieve a deep understanding of your goals and dreams. We re here to help in any way we can, and our team goes the extra mile as a matter of course. EMPOWER OUR CLIENTS. An important part of our role is to educate you about financial concepts so you have a clear understanding of our recommendations and so you can pass along that knowledge to the next generation. GIVE BACK. We re strong believers in supporting the community where we and our clients live and work. Each of us on the Stewardship Wealth team builds philanthropy into our own financial plans and are happy to help you do the same.
Meet Our Team JANET J. MONTGOMERY, CFP, CWS, President & Wealth Coach Janet began working with her father, a CERTIFIED FINANCIAL PLANNER professional, in 1978, and took over his practice in 2006 after starting, growing and selling a small business with her husband an experience that gives her a unique perspective on the wealth-management process. She has particular expertise in helping clients with business, retirement and estate planning, as well as the gifting of assets. A CFP professional and a Certified Wealth Strategist professional, Janet studied through the College of Financial Planning in Denver, Colorado; she holds Series 7, 99 and 66 securities licenses and is a licensed life and health insurance agent. Janet enjoys spending most of her free time with her family including her grandkids doing activities such as running, swimming, biking, skiing, riding horses and learning about flying. ALLEN KOZEL, CFP, Wealth Coach Allen joined Stewardship Wealth in 2011. As a Wealth Coach he provides clients with comprehensive financial advice, including cash-flow analysis, retirement income planning, education planning, business planning and investment proposals. Allen graduated from Texas Tech University in 2007 with a Bachelor of Science degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and currently holds Series 7 and 66 securities licenses as well as life and health insurance licenses. When Allen isn t helping clients, he s spending time with his wife, Laura, and their daughters, Kaylin and Cara. JENNIFER SALVATO, Director of Client Operations Jeni became a Stewardship Wealth team member in 2013, bringing years of experience in account services and branch operations to her focus on ensuring that our clients needs are always met, handling tasks that include new account setup and maintenance, money movement and account transfers. Jeni earned a bachelor s degree in Personal Financial Planning from Texas Tech University and is a member of the Financial Planning Association. She cherishes time with her husband, Vence, and their three children, Aubrey, Ainsley and Vence.
Your path is deeply personal. So is our approach. YOUR FINANCIAL STORY IS UNIQUELY YOURS. We make sure we have a clear understanding of your values and vision so that we can create a comprehensive, personalized plan for meeting your goals. FIRST, WE CONNECT AND CLARIFY. Our process begins simply with a heartfelt conversation. We work to uncover what matters most to you and how you picture your financial future. COLLABORATION IS KEY. We use your vision to map a financial plan that fits your needs. Once you re comfortable with it, we work together closely to make it a reality. When you re ready to have us execute your plan, we might recommend additional team members (such as tax professionals or attorneys) to work with us. THE CONVERSATION CONTINUES. Creating your plan is just the first step: It s a living document that changes as your life and your needs change. We stay in close touch with you to adjust your plan and your investments so that they are always aligned with your current and future needs.
Our Services Include: COMPREHENSIVE WEALTH PLANNING that helps you find financial independence. We make sure to address all the issues that matter, from reducing costs and minimizing taxes to designing the retirement you want and building an estate to pass on. INVESTMENT MANAGEMENT that uses techniques to create a strategy for meeting your goals according to your time frame, your expectations and the level of risk you re comfortable with. MANAGING RISK to make sure you and your loved ones are protected with tools such as insurance policies and powers of attorney. RETIREMENT AND CASH-FLOW PLANNING to manage your finances today in a way that helps you create the post-retirement life you envision. LEGACY PLANNING, an emotional topic but one that s crucial. We ll make a plan that ensures your wishes are followed in distributing your estate to your family and to the charitable causes that are important to you.
We invite you to call us for a personalized, no-obligation consultation, email us at info@stewardshipwealth.com or contact us through our website, www.stewardshipwealth.com. OFFICE LOCATION P.O. Box 1115 4405 Front Street Brookshire, TX 77423 Phone: 281-375-2040 Toll-free: 800-398-2040 Fax: 281-934-2040 Our trusted partner: First Allied We are proud of our partnership with First Allied Securities, Inc., an independent broker/dealer that provides its network of independent financial advisors with cutting-edge technology, up-to-the-minute research and back-office support. First Allied s independent status gives us the freedom to help clients choose the investment solutions that best suit their personal financial goals. Securities offered through First Allied Securities, Inc., a registered broker/dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment adviser. 78454JW012715