Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

Very good financial advice and a company that I can trust for my retirement needs.read more

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

Mitch will treat you like family. I cannot recommend him enough! I have been a client for a few…read moreyears and he gives great advice on what he does not sell. Secondly, he doesn't have any financial vehicles you can lose money with. You are absolutely safe.

Mitch has been one of my wife & my financial advisors for 2 years since we had a terrible…read moreexperience with a previous advisor. Mitch helped me to unwind several of my old high-fee/high-risk assets & with his help we converted them to low-risk (zero downside risk), much higher performance assets that will help me to replace income streams into the future. I've never lost $ with him, which is a first among financial planners in my experience, & I don't pay him directly or from the investments that I make. He gets commissioned straight from the company he works for, so from my perspective it's as if his service is free, but I think it's priceless!

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Be advised and look at several other wealth managers before going with these guys. Once I retired,…read moreI moved my entire company 401K over to a Morgan Stanley managed IRA - primarily managed by Kyle Nelson and Chris Stocks. In my initial meeting with them they said all the right things, but after leaving my entire portfolio with them for over 18 months, these guys just don't measure up. Even have a fantastic year in the market in 2017 (many managers up 15%+), my IRA account was only returning 10.6% and one short term account I let them manage actually lost $6K. Although they want to blame my poor return on allocation, they did not adjust my allocation the entire year in 2017. They also advocate they are more about capital protection over return, but in Q1 of 2018 (where the market was mostly even) my account was down between 1 -2%. I decided to close my account and move it to another wealth manager (Edward Jones) and I'm hit with several account closure fees. I'd be very leery having these guys manage your retirement account - there are so many other/better options.

Truly terrible customer service and they assign account names that are too large (too many letters)…read moreto be accessed by their aged computer system.