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Capital Stewards
4100 Market Street Southwest, Huntsville, Alabama, United States
About the Capital Stewards
Capital Stewards is a finance institution located at 4100 Market Street Southwest in Huntsville, Alabama, United States. Specializing in Wealth Management, Planning, and Investing for the Huntsville community, Capital Stewards is a fiduciary firm that prioritizes transparency and client goals. Serving clients across Alabama, Tennessee, and Georgia, Capital Stewards offers a unique approach to financial planning.
During a 20-30 minute initial meeting, Capital Stewards gets to know each client and their financial goals. If the services are a fit for the client's needs, a free one-page plan assessment is scheduled. Basic information is gathered to create a unique assessment of the client's situation, with recommendations provided in a one-page plan. This often addresses key concerns, leading to a proposal for a financial planning workshop to address retirement, investing, and wealth planning concerns.
Ahead of the workshop, digital tools are used to assess the client's financial situation fully. Professional expertise and guidance are provided to address retirement, investing, and wealth management challenges, creating a roadmap to achieve the client's goals. Capital Stewards operates on a fee-only structure, ensuring that clients receive unbiased advice with no commissions or compromises.
Clients start with a series of financial planning workshops, with each workshop costing $750. Depending on the client's situation, 2-4 workshops may be needed to develop a full financial plan. After the first workshop, clients have the option to continue with a Proactive Planning and Investing Fee Schedule based on their assets.
Capital Stewards also offers tax preparation services, with the first $600 covered for clients with managed assets. Financial planning workshops are collaborative sessions where clients bring their challenges and ambitions, working together with Capital Stewards to build a plan to achieve their goals.
Whether managing assets or solely focusing on financial planning, Capital Stewards is dedicated to helping clients understand their long-term financial needs and goals. With a commitment to personalized, unique plans for each client, Capital Stewards ensures that clients receive the right resources and expertise for their financial journey. If clients are unsatisfied with the financial planning workshop, they are not obligated to pay.
Photos of Capital Stewards
4100 Market St SW Suite 100, Huntsville, AL 35808, United States
Opening hours of Capital Stewards
Monday:
08:00 - 19:00
Tuesday:
08:00 - 19:00
Wednesday:
08:00 - 19:00
Thursday:
08:00 - 19:00
Friday:
08:00 - 19:00
Saturday:
Day off
Sunday:
Day off
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