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Our Mission. Stewardship is the thoughtful, responsible management of something with which one is entrusted.

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We empower individuals and families

to become better financial stewards by

aligning their goals with strategies that help

preserve, build, and manage their wealth.

Our Mission

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WE’RE ROOTED IN CLARITY.

We believe that financial planning is essential to achieving

your goals for the future, but we also believe that it doesn’t have to be

complicated or intimidating. Our clear approach helps to make the

process comfortable for you and your family.

WE’RE ROOTED IN RELATIONSHIPS.

When you work with us, you’ll discover that we don’t think

of ourselves just as financial advisors. Instead, we’re relationship builders

who deeply value the strong and lasting connections we make with our

clients. We’re passionate about serving our clients well, and

our clients come first in everything we do.

WE’RE ROOTED IN THE COMMUNITY.

Stewardship Wealth is a second-generation business that

serves multiple generations of families—not only to help protect and

manage wealth, but to facilitate conversations about goals, values and

philanthropy that make a difference for generations to come.

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OUR VALUES

We’ve built Stewardship Wealth on a set of values

that steer everything we do.

ACT WITH INTEGRITY.

Honesty and fairness are our bottom line: We’re always up-front about our process. We pride ourselves on providing you with objective advice. And client confidentiality is of the utmost importance.

LOOK TOWARD THE HORIZON.

There are no shortcuts to achieving the financial future you envision. By following proven processes over the long term, together we create the path from where you are to where you want to be. Our years of experience enable us to spot potential obstacles and address them

before they block the way.

NURTURE STRONG RELATIONSHIPS.

Getting to know you well is how we achieve a deep understanding of your goals and dreams. We’re here to help in any way we can, and our team goes the extra mile as a matter of course.

EMPOWER OUR CLIENTS.

An important part of our role is to educate you about financial concepts so you have a clear understanding of our recommendations—and so you can pass along that knowledge to the next generation.

GIVE BACK.

We’re strong believers in supporting the community where we and our clients live and work. Each of us on the Stewardship Wealth team builds philanthropy into our own financial plans and are happy to help you do the same.

Your goals

are our goals:

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Meet Our Team

JANET J. MONTGOMERY

, CFP

®

, CWS

®

, President & Wealth Coach

Janet began working with her father, a CERTIFIED FINANCIAL PLANNER™ professional, in 1978, and took over his practice in 2006 after starting, growing and selling a small business with her husband—an experience that gives her a unique perspective on the wealth-management process. She has particular expertise in helping clients with business, retirement and estate planning, as well

as the gifting of assets. A CFP® professional and a Certified Wealth Strategist® professional, Janet

studied through the College of Financial Planning in Denver, Colorado; she holds Series 7, 99 and 66 securities licenses and is a licensed life and health insurance agent.

Janet enjoys spending most of her free time with her family—including her grandkids—doing activities such as running, swimming, biking, skiing, riding horses and learning about flying.

ALLEN KOZEL

, CFP

®

, Wealth Coach

Allen joined Stewardship Wealth in 2011. As a Wealth Coach he provides clients with comprehensive financial advice, including cash-flow analysis, retirement income planning, education planning, business planning and investment proposals. Allen graduated from Texas Tech University in 2007 with a Bachelor of Science degree in Personal Financial Planning. He is a CERTIFIED

FINANCIAL PLANNER™ professional and currently holds Series 7 and 66 securities licenses as well as life and health insurance licenses. When Allen isn’t helping clients, he’s spending time

with his wife, Laura, and their daughters, Kaylin and Cara.

JENNIFER SALVATO

, Director of Client Operations

Jeni became a Stewardship Wealth team member in 2013, bringing years of experience in account services and branch operations to her focus on ensuring that our clients’ needs are always met, handling tasks that include new account setup and maintenance, money movement and account

transfers. Jeni earned a bachelor’s degree in Personal Financial Planning from Texas Tech University and is a member of the Financial Planning Association. She cherishes time with her husband,

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YOUR FINANCIAL STORY IS UNIQUELY YOURS.

We make sure we have a clear understanding of your values and vision so that we can create a comprehensive, personalized plan for meeting your goals.

FIRST, WE CONNECT AND CLARIFY.

Our process begins simply—with a heartfelt conversation. We work to uncover what matters most to you and how you picture your financial future.

COLLABORATION IS KEY.

We use your vision to map a financial plan that fits your needs. Once you’re comfortable with it, we work together closely to make it a reality. When you’re ready to have us execute your plan, we might recommend additional team members (such as tax professionals or attorneys) to work with us.

THE CONVERSATION CONTINUES.

Creating your plan is just the first step: It’s a living document that changes as your life and your needs change. We stay in close touch with you to adjust your plan and your investments so that they are always aligned with your current and future needs.

Your path is deeply personal.

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Our Services Include:

COMPREHENSIVE WEALTH PLANNING

that helps you find financial independence. We make sure to address all the issues that matter, from reducing costs and minimizing taxes to designing the

retirement you want and building an estate to pass on.

INVESTMENT MANAGEMENT

that uses techniques to create a strategy for meeting your goals according to your time frame, your expectations and the level of risk you’re comfortable with.

MANAGING RISK

to make sure you and your loved ones are protected with tools such as insurance policies and powers of attorney.

RETIREMENT AND CASH-FLOW PLANNING

to manage your finances today in a way that helps you

create the post-retirement life you envision.

LEGACY PLANNING,

an emotional topic but one that’s crucial. We’ll make a plan that ensures your wishes are followed in distributing your estate to your family and to the

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78454JW012715

Our trusted partner: First Allied

We are proud of our partnership with First Allied Securities, Inc., an independent broker/dealer that provides its network of independent financial advisors with cutting-edge technology, up-to-the-minute research

and back-office support. First Allied’s independent status gives us the freedom to help clients choose the investment solutions that best suit their personal financial goals.

We invite you to call us for a personalized, no-obligation consultation, email us at

info@StewardshipWealth.com or contact us through our website, www.StewardshipWealth.com.

OFFICE LOCATION

P.O. Box 1115

4405 Front Street

Brookshire, TX 77423

Phone: 281-375-2040

Toll-free: 800-398-2040

Fax: 281-934-2040

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