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Stewardship Colorado, LLC

Stewardship Colorado, LLC

Founder and Chief Steward

(303) 500-1930
[email protected]

Sean C. Wood, CFP® AIF® CAP® began his career as a technology consultant serving Wall Street companies in New York City with the firm that is now Accenture. His career advanced rapidly leading to an unexpected IPO windfall during the now infamous “tech bubble” in 1999. At this point he and his wife sought professional advice on how to translate this cash into liberty and security for their growing family. After months of interviewing numerous financial advisors, insurance agents and stock brokers, they found that most were primarily interested in managing their portfolio or selling complex financial products. They were looking for a trusted advisor who would spend the time to truly understand their priorities and values and provide the advice and guidance needed to make wise decisions.

At this point, Sean started spending significant time learning everything he could about investments and financial planning and in 2007 he enrolled in the Certified Financial Planner program at Boston University. It became clear that the same disciplined and methodical approach that Sean had used with great success in technology would be highly effective to demystify the complexities around helping people clarify their goals and plan for the future. Sean joined a large financial firm in 2009 and spent almost 4 years being mentored by top advisors and completing training programs leading to the professional designations he now holds.

From the very beginning, Sean had a vision for eliminating the conflicts of interest that can arise when working for a firm that sells its own products. In 2013, Sean founded Stewardship Colorado to provide the kind of personalized financial life planning services that he and his family were looking for 14 years earlier. Stewardship Colorado is aligned with Stewardship Advisory Group which is an Independent Registered Investment Advisor (RIA) with a national presence and reputation along with a 30+ year history.