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Stewardship Colorado, LLC

Stewardship Colorado, LLC

Founder and Chief Steward

(303) 500-1930
Sean@StewardshipColorado.com

At Stewardship Colorado LLC., we know that you want to finish life strong. To do that, you need to make the most of your once-in-a-lifetime opportunity, whether that be the sale of a business, receiving an inheritance, or transitioning from your career to an active retirement full of meaning and fulfillment. The problem is that your nest egg is a non-renewable resource, so you only have one chance to get this transition right. That can be paralyzing. We believe that you have made profound sacrifices to get to where you are today and deserve to turn your hard work into a meaningful life. We understand.

Our founder, Sean Wood CFP® CPWA® 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 led to an unexpected IPO windfall during the infamous “tech bubble” in 1999. At this point, he and his wife sought professional advice on translating 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 portfolios 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. Sean experienced this once-in-a-lifetime opportunity for himself and understands the importance of having a trusted guide who can help lead the way.

After this experience, Sean started 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 also demystify the complexities around helping people clarify their vision and plan for the future. Sean joined a large financial firm in 2009 and spent almost four years there, mentored by top advisors and completing training programs that led to his current professional designations.

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

Our three-step process will help you learn and detoxify from the past, map a sustainable path forward, and pursue a life of meaning. So schedule a free consultation to stop worrying about losing your non-renewable resource and live the life you have earned.