The Wealth Stewards
Financial Services • 
8679 E San Alberto Drive, Scottsdale, United States • 11-20 Employees
Company overview
| Headquarters | 8679 E San Alberto Drive, Scottsdale, Arizona 85258, US |
| Phone number | +16023650534 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Financial Planning, Estate Planning, Investment Services |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contact at The Wealth Stewards
Brent R. Mekosh
Cfp®, Cepa®, Cima® & Managing Director
The Wealth Stewards Email Formats
The Wealth Stewards uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@tws.finance), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@tws.finance | 70% |
{first name}.{last name} | john.doe@tws.finance | 30% |
About The Wealth Stewards
At The Wealth Stewards, we specialize in helping successful business owners, entrepreneurs, and executives navigate the complexities of wealth—whether they’re preparing for an exit, seeking a growth partner, or designing a long-term financial strategy. With a deep background in investment management, business transition planning, and private market opportunities, we act as strategic partners, providing clarity and confidence in life’s most pivotal financial decisions. Our Expertise: ✔ Exit & Transition Planning – Helping business owners maximize value and strategically transition wealth. ✔ Investment & Portfolio Management – Sophisticated strategies tailored for long-term growth. ✔ Advanced Tax & Estate Planning – Structuring wealth to protect assets and optimize tax efficiency. ✔ Private Market & Alternative Investments – Institutional-level access and insights into private markets. At The Wealth Stewards, we believe wealth is more than just numbers—it’s about impact, freedom, and legacy. Through a high-touch, concierge approach, we ensure that every financial decision aligns with our clients' values, vision, and long-term success. 📍 Based in Phoenix, AZ, serving clients across the country.
The Wealth Stewards revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Wealth Stewards has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
The Wealth Stewards has never raised funding before.
United Kingdom
Italy
Türkiye
Netherlands
Frequently asked questions
4.8
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