Strategic Stewardship | Investment Services

Affluent families have a unique set of circumstances and choices, and our role is to help you make good decisions concerning money.

We work with you to understand your vision - how you see moving from success to significance in your business and in your life. By quantifying where you are now and where you intend to be, we develop your plan to integrate your values with your goals and achieve your ideal future.

Long term client relationships mature over several phases, and we have developed a time-tested process that works toward a mutually fulfilling result and puts our experience and principles to their highest purpose.

Strategic Stewardship works with carefully selected professionals, including attorneys, accountants, portfolio managers, business consultants, and advisors in a wide range of disciplines with one goal in mind: serving our clients with excellence. We seek to assemble or join with the team of professionals that will provide some of the best combination of services to help meet each client's needs.

Our financial professionals, Greg Freeman, Terry Ford, Jan Peavy and Lee Penland provide complimentary initial consultations.  Call today to see how we can help you.