Stewardship Wealth Management Solutions

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Stewardship Wealth Management Solutions Independent Financial Advisor Huntington Beach, CA Skip to content Stewardship Wealth Management Solutions - Independent Financial Advisor Huntington Beach, CA Responsive Teal Navbar Home Client Login Who We Are Our Solutions Insights Contact us A boutique financial planning and wealth management firm that stewards individuals and institutions throughout their financial journey. Work With Us Independent Our recommendations are based solely on your goals and objectives. Fiduciary Putting our client’s best interests FIRST at all times. Comprehensive We tend to the details without ever losing sight of the big picture. Our mission Our mission is to provide an experience where clients feel they have a financial proponent on their side to help them achieve their financial objectives. Our firm s founder, Boulos Michael, has been stewarding clients in their financial journey since September 2001. This experience provides him with a unique process for managing clients nest eggs in some of the most turbulent times in recent history. The relationships he has built with valued clients provide him with a sense of purpose and drive. About Us Our firm s founder recognized a dichotomy in the investment management industry: the dichotomy of client needs and industry fees represents a lack of fiduciary responsibility and, ultimately, an absence of customized investments in clients portfolios. Stewardship Wealth Management Solutions was built for clients

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