Our Expertise

At Plechete & Co. Stewardship Advisors we bring years of trusted experience across consulting, financial planning, and business strategy. From Wall Street to Main Street.  From boardroom to retirement, we guide Entrepreneurs, Executives, and Retirees through every stage of wealth, business, and life planning. Our tailored strategies protect your assets, provide peace of mind, and help secure your legacy. 

 Our Team is composed of highly skilled professionals with diverse expertise and backgrounds. Together, we collaborate to deliver personalized, strategic solutions tailored to each client’s unique goals and circumstances.  We offer faith-based financial stewardship, business and personal asset management, and wealth management services.  At the heart of our Teams mission is service because our clients' success is our success.  

At Plechete & Co. Stewardship Advisors, we take a holistic approach to financial management and planning. We integrate every aspect of our clients’ personal, business, and spiritual goals to create well-rounded, purpose-driven strategies.  As a Christian faith-driven firm, our values guide our approach to serving with integrity, wisdom, and care. We are equally mindful and respectful of clients who prefer a more secular approach. We want to ensure that every client receives solutions aligned with their personal beliefs and financial goals.