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Stewards of Wealth
...for a Well-lived Life.

Welcome!

We create customized wealth and retirement strategies for financial independence and stability. Inspired by the Cedrus Libani, the Cedar trees of Lebanon known for strength, we design plans that endure. With a focus on income planning and tax-efficient benefits, we build a strong financial foundation.

 

Our goal is to guide you confidently into this next chapter, helping Steward Wealth for a Well-lived Life!

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Our Team

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“Ron and I have worked with Joe Bertilson since 2015. Before we met Joe, we were having a conversation about our financial future as business owners. We did have some investments but felt we were underrepresented and unprepared.  We felt unsure of how to proceed. 

Working with Joe and his team has been more like building a friendship.  They are trustworthy, honest, and sincere.  Guiding us to set goals that we can feel confident in and then setting a structure that will help us to attain those goals.”

- LaNae

The statement is a testimonial from a current client and relative of the advisor as of 7/15/2024, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements.  The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success.  Investing involves risk and isn’t always profitable.

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