Congratulations, Brant Spesshardt CFP? CKA?, on reaching an incredible milestone—25 years in the wealth management industry! Your dedication, expertise, and leadership have not only shaped the success of our clients and team but have also set a high standard for excellence in in our field. We’re all inspired by your vision and commitment, and it’s an honor to work alongside someone who has made such a profound impact on the industry. As you celebrate this achievement, we look forward to many more years of continued growth, success, and new milestones together!
Steward Wealth Strategies
金融服务
Raleigh，North Carolina 481 位关注者
Faith-based wealth management for today and tomorrow.
关于我们
Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. https://www.steward-wealth.com/disclaimer/ Broker-Dealer Disclosure: Securities, insurance, and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth, Inc. Representatives may not be registered to provide securities and advisory services in all states. FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/
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https://www.steward-wealth.com/disclaimer/
Steward Wealth Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Raleigh，North Carolina
- 类型
- 私人持股
- 创立
- 2009
- 领域
- SmartVestor for The Dave Ramsey Show、Financial Planning、Investment Management、Retirement Planning、College Savings Strategies、Life Insurance、Long Term Disability Insurance和Long Term Care Insurance
地点
Steward Wealth Strategies员工
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Dennis Bohm, CFP?, CKA?, BFA?
CERTIFIED FINANCIAL PLANNER? | Certified Kingdom Advisor? | Wealth Manager | Ramsey SmartVestor Pro
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Brant Spesshardt CFP? CKA?
Jesus Guy ?? | Husband | Dad | President & Founder | Ramsey SmartVestor Pro
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Mark Jewell
Partner - Steward Wealth Strategies
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Megan Yadusky
Client Service Associate at Steward Wealth Strategies
动态
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Happy International Women’s Day! ?? Today, we celebrate the incredible women who inspire and lead with strength, determination, and passion. A special shoutout to the amazing women of Steward Wealth Strategies — your dedication, expertise, and leadership make a powerful impact every day. We are grateful for the way you empower others, break barriers, and create meaningful change in the world of finance. Keep shining and leading the way! ??? #InternationalWomensDay #WomenInFinance #StewardWealthStrategies
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Happy International Women’s Day! Today, we celebrate the incredible women who inspire and lead with strength, determination, and passion. A special shoutout to the amazing women of Steward Wealth Strategies — your dedication, expertise, and leadership make a powerful impact every day. We are grateful for the way you empower others, break barriers, and create meaningful change in the world of finance. Keep shining and leading the way! ??? #InternationalWomensDay #WomenInFinance #StewardWealthStrategies
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Jesus Guy ?? | Husband | Dad | President & Founder | Ramsey SmartVestor Pro
Please help me CONGRATULATE Steward Wealth Strategies team member Shay Pond on his very well deserved promotion to Wealth Associate. Super proud of you, Shay! #purposedrivenplanning #2521culture
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Jesus Guy ?? | Husband | Dad | President & Founder | Ramsey SmartVestor Pro
So glad that Shay Pond , Andrew Applequist and I have been able to be part of this. Amazing spirit filled messages along with great networking opportunities with fellow Believers. It’s also been awesome reconnecting with many students from Liberty University that we met last fall. Steward Wealth Strategies
Day 1 // Redeeming Money 2025 What a privilege — to be Advisors of the King. Day 1 brought us a renewed focus on our calling as advisors, laughter alongside our peers, and time to worship the God who owns it all. #KingdomAdvisors #RedeemingMoneyKA
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Jesus Guy ?? | Husband | Dad | President & Founder | Ramsey SmartVestor Pro
Last week Draven Sneed and I had the honor of attending the retirement ceremony for my friend and client, Colonel Carver (hosted at the Pentagon Briefing Room ????). Thank you for your dedication and service to our country. We truly appreciate you as a client and I am grateful to call you friend. ?? Steward Wealth Strategies
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??? 'A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another.' – John 13:34. Let’s remember to show empathy and understanding, embracing the struggles and joys of others. Love isn’t just an act—it’s a deep, compassionate connection. ?? May we reflect the greatest love of all, Jesus Christ, and become true image bearers of Him. #LoveOneAnother #Empathy #Faith #John13 #stewardwealthstrategies
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