The Stewardship Wealth Team

We empower individuals and families to become better financial stewards by aligning their goals with strategies the help preserve, build, and manage their wealth.

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Janet Montgomery,  CFP®, CWS® 
President & Wealth Coach
Bio / Email

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Jennifer Salvato, AIF®
Vice President & Wealth Coach
Bio / Email

Joyce Dowell
Client Relations Administrative Assistant
Bio / Email


Our trusted partner: First Allied Securities

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.