We are privileged to serve successful people who want to live well, develop closer relationships within their family and make sure their wealth empowers their heirs to be their very best. I'm Walter Burns - founder of Family Steward Wealth Consulting. We created our Winners Circle Wealth Consulting Program to address your needs so you can achieve your lifetime and financial goals.
We specialize in Investment Consulting focusing on retirement income planning, wealth preservation and Advanced Planning that enables a global approach for your wealth management. Please allow me to describe what it's like to come into my office for a Complimentary Getting to Know You Meeting. First of all, you will enjoy a very low stress, high warmth experience.
We specialize in Investment Consulting focusing on retirement income planning, wealth preservation and Advanced Planning that enables a global approach for your wealth management. Please allow me to describe what it's like to come into my office for a Complimentary Getting to Know You Meeting. First of all, you will enjoy a very low stress, high warmth experience.
Services
This is our core service that addresses your primary goal - Wealth Preservation. It is only natural that you want to live well and enjoy a worry free retirement without any real fear of running out of money. Our investment philosophy is perfectly aligned with these objectives. This is wealth management beyond investments and is only offered by about 6% of financial advisers.
Eliminate the fear of running out of money. You want to endow a long, comfortable, worry-free retirement with no compromise in lifestyle, and ensure that your desires for your heirs and causes are met. Enhance your relationships with family, the people you love and the causes that matter to you. Prepare your heirs for the wealth you will pass on so it empowers them to be their very best and make a difference.
We believe the best way to serve you is to develop a clear in-depth understanding of your financial goals and lifetime objectives. Armed with that information, we strive to create a living Lifetime Comfort Plan that will accomplish all that is important to you with the minimum possible risk.
We address your situation holistically beyond just investments to include wealth enhancement to mitigate your income taxes; wealth transfer to help create your ideal legacy; wealth protection because you live in a litigious world; and charitable gifting for causes important to you.Our principals are fiduciaries.
We address your situation holistically beyond just investments to include wealth enhancement to mitigate your income taxes; wealth transfer to help create your ideal legacy; wealth protection because you live in a litigious world; and charitable gifting for causes important to you.Our principals are fiduciaries.
Cross the Intracoastal Waterway (Parker Bridge). Make a right turn at the first traffic light past the Parker Bridge into Old Port Cove (Golfview Rd./Lakeshore Dr.). Make an immediate left turn before the guard gate. We are located on the south side of the second building on the right. Learn more about Snapdragon - a Two Topsail Schooner and Captain Otway Burns in the War of 1812.
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