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Sound Financial Advice That Drives Results
Financial Advisor for Real Estate Investors Bellevue, WA
Wealth Management Built for Real Estate Investors, Business Owners and High-Net-Worth Families
Steward Capital is a Bellevue-based registered investment advisory firm specializing in financial planning, investment management, real estate and alternative investments.
Led by Christopher J. Steward, Steward Capital helps real estate investors, business owners and families build thoughtful financial strategies that go beyond traditional stocks and bonds.
With more than 20 years of financial advisory experience, Chris brings a unique perspective as a financial planner, asset manager, real estate investor and business owner.
Financial Advice That Understands Real Estate
Real estate investors often have financial needs that traditional wealth-management models do not fully address.
Your wealth may be concentrated in rental properties, developments, private real estate investments or business interests. You may also be balancing liquidity, taxes, retirement planning, public-market investments and opportunities to deploy capital into new real estate projects.
Steward Capital takes a comprehensive approach.
We help clients evaluate how real estate fits within their overall financial picture while creating a strategy across:
- Real estate investments
- Private and alternative investments
- Public-market portfolios
- Retirement planning
- Cash-flow and liquidity planning
- Portfolio diversification
- Risk management
- Business-owner financial planning
- Long-term wealth and legacy planning
Real Estate and Alternative Investment Experience
Christopher Steward has extensive experience working with real estate investors and high-net-worth individuals.
In addition to operating Steward Capital, Chris is Director of Investments and a Partner at Legacy Group Capital, a Bellevue-based real estate investment, lending and development platform.
That experience gives Steward Capital a perspective that extends beyond traditional financial markets into private real estate, alternative investments and real-world property investing.
Who We Work With
Steward Capital may be a good fit for:
- Real estate investors with significant property holdings
- Real estate developers and builders
- Business owners
- High-net-worth individuals and families
- Investors interested in private real estate and alternative investments
- Clients whose wealth is concentrated in real estate
- Investors seeking diversification beyond traditional stocks and bonds
- Individuals preparing for a property, business or major asset sale
A Different Kind of Bellevue Financial Advisor
Many financial advisory firms focus primarily on traditional investment portfolios.
Steward Capital was built to provide a broader perspective.
Our goal is to help clients coordinate their traditional investments, real estate, alternative assets, businesses and long-term financial objectives into one comprehensive strategy.
Talk With a Bellevue Financial Advisor Who Understands Real Estate
If real estate represents an important part of your wealth, your financial advisor should understand it.
A "Good Steward"
Being a good steward of your assets requires intentionality, discipline, and a commitment to aligning your financial decisions with guiding principles. By managing your assets well, we will help you have the means to support yourself and others, live with less stress, and make a positive impact in the world around you.
Schedule a consultation with Christopher Steward to discuss your financial goals, real estate investments and overall wealth strategy.
Request a Consultation
What is it?
A 45-minute consultation—online, in-person, or over the phone—to provide you with personalized financial guidance for your specific needs and objectives without any upfront cost or obligation. We will go over your situation, answer questions, and provide you with some options.
Christopher J. Steward
Financial Advisor, Owner
Steward Capital, LLC
Christopher Steward has been a Financial Advisor for 20 years and has a wealth of experience as a financial planner, asset manager, real estate investor, and business owner.
ADDRESS
Steward Capital, LLC
10900 NE 8th Street, Suite 800
Bellevue, WA 98004
CONTACT
Steward Capital, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.