Wealth Stewards Financial
Company

Wealth Stewards Financial

Financial Services 1701 E County Highway 30a 16 employees
Employees
16
Contacts
1
Emails
1

Wealth Stewards Financial Overview

Headquarters
1701 E County Highway 30a
Industry
Financial Services
Employees
16
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth Stewards Financial

At Wealth Stewards, we specialize in providing holistic financial services tailored to the unique needs of non-profit organizations. With a deep understanding of the intricacies of the non-profit sector, we are well equipped to guide these organizations through financial challenges and opportunities. From strategic budgeting and risk management to consulting and education, we collaborate closely with non-profits to ensure their financial health and sustainability. Our commitment extends beyond conventional financial advisory, as we actively contribute to the growth and impact of non-profit initiatives. Partner with us for a financial journey that aligns with your organization’s mission and goals. Advisory services provided by NewEdge Advisors, LLC, a registered investment adviser doing business as Wealth Stewards Financial. NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

Wealth Stewards Financial Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Wealth Stewards Financial Org Chart

Sample employees and titles
Name Title Contact
Sunita Foley Financial Advisor/ Principal @ Raymond James Financial Services Inc. Member Finra/sipc
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Christopher Baugh Owner - Wealth Stewards Financial - Wealth Wise Real Estate
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Lisa Marie De Felice B.s. Health Care Administration & Management
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Employees by Management Level

Executive 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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