Henry Ho, Founder and President of Financial Stewards LLC.

It is 2012, and most Baby Boomers are still affected by the financial crisis of 2008, one of the worst in our lifetime, and second only to the Great Depression. Many are facing various challenges, from managing risk, staying ahead of inflation, the possibility of running out of money, to the prospect of longevity and disability, on top of national issues such as Social Security, Medicare, the national debt, dollar devaluation, and more. I truly empathize with them.

Families, from middle-income to high net worth, are busy with jobs and business, kids and lifestyle needs. It can be difficult to keep up with the rapid changes unfolding before our eyes. The markets and the economy don't seem to move in lockstep. Volatility has been and will likely remain quite high. We have before us, substantial risks ... and opportunities. Families need and deserve sound advice and direction.

Your Fee based Registered Investment Advisor

Flat fee from 0.5% to 1.5% on AUM. Transparent. Absolutely no transaction costs.

Financial Stewards stands apart as an independent, staying current, but away from the noise and clamor of Wall Street. Our single and only loyalty is to our clients. We offer a wide selection of cutting edge financial solutions to bring maximum benefits to our clients. We maintain a balance of Perspective and Execution.

Perspective: Enduring success comes through discerning and asking the right questions. We distill information that move markets from news that are merely sensational.

Execution: We embrace both Strategic and Tactical portfolio strategies. There is a time and place for both. While we are against all the wrong of Wall Street, we continually "comb the land" for opportunities, and sound, suitable financial solutions.

We live in exponential times. Change is not just a constant - it is accelerating. To understand the times and adapt is the key to survival, even thriving. The financial world has changed dramatically in the past decade. Old buy-and-hold strategies have the potential to devastate investors.

Financial Stewards is here to journey with you to a more secure tomorrow. 

Your Family Wealth Counsellor (high and ultra high net worth families)

Drastically reduced taxes (all types) with the potential for Zero estate tax.

Financial Stewards complements your existing team of advisors. Estate planning is usually dreary, complicated and negative in tone, causing many families to fail to act. Our Advanced estate planning process brings clarity, inspiration and excitement, and ultimate fulfillment. We have at our disposal over 300 tools (trusts, etc) to custom build the best Family Wealth Blueprint and Master Stewardship Plan. Families are blown away by our solutions and it is surprisingly affordable.

If you are a family of substantial means, perhaps it's time we sit down to visit.

Do you see a man skilled in his work? He will serve before kings; he will not serve before obscure men. Proverbs 22:29