Broker Check

Stewardship Colorado's Story


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 led 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 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 goals and plan for the future. Sean joined a large financial firm in 2009 and spent almost 4 years there 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 proprietary 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.

Our Team

Sean C. Wood CFP® AIF® CAP®

Founder and Chief Steward

(303) 500-1931

Sean@StewardshipColorado.com

Sean is the Founder and Chief Steward of Stewardship Colorado, LLC and a Registered Representative with United Planners Financial Services. 

Read more

Jennifer L. Feller CFP® AIF®

Director of Client Relations

(303) 900-4018

Jennifer@StewardshipColorado.com

Jenny joined Stewardship Colorado, LLC in July 2014 as the Director of Client Relations.

Read more

Our Mission


We empower our clients to create more liberty and financial peace in their lives.


At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. As Investment Advisory Representatives of Stewardship Advisory Group, we want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Values


We operate according to our shared values:


Integrity

Trust can only develop in an environment of honesty, confidentiality, and candor and these are the cornerstones of our advisor-client relationship.


Accountability

We work diligently with our clients to help them define their vision for their best financial lives and provide the support and encouragement needed to transform plans into action and results.


Empathy

We work hard to understand you and your family and provide the same advice we follow ourselves.


Client Interest First

We are fiduciaries and abide by the CERTIFIED FINANCIAL PLANNER™ code of ethics and conduct.


Commitment

We are committed to the success of our clients and doing whatever it takes to meet their needs.