Stewardship Wealth Management Solutions
SEC RegisteredA boutique financial planning and wealth management firm that stewards individuals and institutions throughout their financial journey.
About the firm
Stewardship Wealth Management Solutions is a boutique financial planning and wealth management firm. The firm was built for clients who seek comprehensive wealth management solutions while also exploring access to unique investment opportunities. Its founder, Boulos Michael, has been stewarding clients in their financial journey since September 2001.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management solutions, financial planning, investment management, and access to unique investment opportunities.
Who they serve
Individuals, families, businesses, and trusts.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stewardship Wealth Management Solutions has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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