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.


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.