Wealth ManagementAs an Investment Advisory Representative of Stewardship Advisory Group, LLC, Sean Wood offers full service financial planning and investment management as part of the overall asset-based fee. He also offers commission-based insurance solutions for clients who need them. We serve clients throughout the Denver metro area as well as across the country and are happy to meet with our clients in person or virtually. Our clients are able to reach us via phone, email and web conference during normal business hours. We are committed to responding to our clients within 24 hours, with few exceptions. Financial planning services include:Retirement income planningCashflow planningBudget analysis and planCollege planningAnalysis and recommendations regarding your group benefitsRisk management gap analysisInter-generational asset transfersLong-term care planningCharitable planningStrategic and tactical tax planningInvestment management services include:Development and review of Investment Policy Statement (IPS)An annual performance reviewDiscretionary asset managementPortfolio rebalancingValues-aligned investingTax loss harvestingFee Schedule:Under $2M = 1%$2M - $5M = 0.75%$5M - $10M = 0.50%$10M - $20M = 0.40%Over $20M = 0.35%Insurance services include:Life insuranceDisability income insuranceLong-term care insuranceA comprehensive financial plan is a critical part of a long-term investment plan. We understand that everyone has a different idea of what they want their future to look like. Whether it is to generate retirement income, to provide education funding for your children or to leave money to your heirs or a charity, your goals come first when developing an investment strategy. Sean Wood is a CFP® practitioner and works with clients to help them define and plan for their goals.Our most recent required disclosure and filing document, Form ADV Part 2A is here.