About Us
We aim to transform the financial trajectory of those we serve.
We’ve built more than a wealth management firm; we’ve built a place where planning is personal.
We knew something great was possible. We relaunched The Wealth Stewards in 2024, bringing together decades of industry experience and a vision shaped by what we believe could be better — a firm that feels more human, more aligned, and more like us.
A team focused on you.
From planning and execution to follow-up, we personalize every recommendation to what matters most: your life, values, and future.
Real solutions for real life.
As business owners, investors, parents, and spouses, we understand life’s complexity. Our tailored financial and investment services are built to make it simple — because we’ve lived it too.
Proactive, undivided attention.
We strive to stay one step ahead, anticipating challenges and fine-tuning your plan to keep you on track toward a meaningful and purpose-driven financial future.
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Every relationship, role, and even the occasional curveball prepared us to do what we do today — and do it well — with the empathy, discipline, and clarity our clients deserve.
Brent Mekosh
We’re built differently, on purpose.
We’ve done this before, and it shows.
With diverse backgrounds, education, and experience, we’ve built simple, proven processes that make life easier for our clients.
People first. Always.
In a highly commoditized business, we’re 100% fiduciary, leading with relationships, not transactions, with our clients, team, and partners.
We’re constantly adapting and aligning.
We’re always improving our business and investing in our capabilities to best serve you where you are and where you’re headed.
As business owners, we get full-cycle consulting.
With our years and breadth of experience, we’re in it for the long haul to help you start, grow, and exit your business.
We are powered by Concurrent.
As part of the Concurrent ecosystem, we combine the freedom to serve you independently with the strength of a national network, bringing you unmatched resources and expertise.