SW
Steward Wealth Strategies - Raleigh Office
Faith-based financial planning for a secure and purposeful future.
4.2
Business
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Faith-based financial planning for a secure and purposeful future.
Steward Wealth Strategies is a faith-based financial planning firm in Raleigh, NC, dedicated to providing personalized guidance for retirement, investments, and life transitions. With a team that values client relationships and integrates Christian principles, they offer comprehensive strategies to help individuals and families manage wealth effectively. Known for their caring approach and alignment with Dave Ramsey's methods, they focus on long-term financial security and client education.
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Personalized strategies for retirement savings, 401k management, and income planning to secure your future.
Tailored investment portfolios and growth strategies based on your financial goals and risk tolerance.
One-on-one sessions to address life transitions, divorce, health issues, and overall wealth management.
Financial planning integrated with Christian principles, including prayer and ethical decision-making.
Access to learning videos, workshops, and materials to empower clients with financial knowledge.
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Overall rating
Teresa Patterson
The personal approach that Amy Welborn delivers to us when we meet more than meets my expectations. My Husband and I were looking to combine our 401k accounts thru our employers once we retired and searched for a Ramsey affiliate. Looking forward to maximizing the plan that we have established with Amy’s helpful insight and knowledge. A very professional team!
Gail Reed
I found steward wealth strategies through Dave Ramsey, many years ago. After both my parents died. They have consistently guided me through managing my money, including going through an awful divorce, retirement, and even health issues as they pray for their clients needs! Needs! I'm always so reassured through the learning videos and sessions they have, and also through my one-on-one times with them. They are truly the best and I wouldn't switch for anything! I would highly encourage anyone going into retirement or retired to get their advice!
Lynn Price
SWS is the best choice for your financial planning needs. *They CARE and VALUE clients *They are Christian Based *They are great communicators and listen to you *They use great strategies to grow your investments *They seek the LORD in all they do and strive to hear "WELL DONE MY GOOD and FAITHFUL SERVANT!"
Michelle Tyson
We love Steward Wealth Strategies! They have an awesome team and take great care of us! They take time to know what’s important to us and are always there to answer our questions. They also pray for their clients! Such a blessing to work with them! We highly recommend them!
Horatio Manz
This place claims to be a faith-based financial planning company which is strange. There's weird, almost cult-like vibes when you visit their office. They follow Dave Ramsey, who believes owning 20 properties isn't greedy because he is "managing for God". Also, they are not BBB accredited so they may not be fully transparent.
