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
- Website
- www.wealthstewards.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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 | Oldsmar, Florida, United States |
Email
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Employees by Management Level
Executive
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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