Make Your Money
Mean More
Tax-Smart Financial Planning
That Frees Your Time And Aligns With Your Values
You've mastered making money.
Now master making it matter.
Here's what that looks like...
Picture yourself at 85, looking back. You won't remember obsessively monitoring your portfolio or researching tax strategies. Instead, you'll remember the lives you touched and the experiences that brought you joy: the grandchild you sent to college, the nonprofit you helped flourish, the spouse who never had to worry about money, or the trips you finally took.
That's the retirement story worth telling. And proper stewardship of your wealth makes it possible.
We help you write that story.
But Right Now, You're Probably...
Spending weekends buried in financial research instead of with family
Paying too much in taxes because no one's coordinating your strategies
Juggling multiple advisors who don't talk to each other
Wondering if your money will actually last through a 30-year retirement
Every hour you spend playing portfolio manager or tax strategist is time stolen from the life you built wealth to live.
Intentional. Integrated. Invested.
Our Approach:
Steve Cruice, CPA, CFP®, combines deep tax expertise with a disciplined investment strategy so you get integrated guidance instead of piecemeal advice from multiple professionals.
We don’t believe wealth management is about beating the market or pushing products. It’s about stewarding what you’ve built with purpose—so your money works as hard and as wisely as you do.
Here’s how we do it:
1. We Listen Before We Lead
Every conversation begins with your story. What matters most? What legacy do you want to leave? We bring curiosity and empathy to the table before we ever talk numbers.
2. We Integrate Every Piece
Taxes. Investments. Estate planning. Charitable giving. Most firms treat these as silos. We weave them into a cohesive strategy, aligning every decision with your goals and values.
3. We Focus on What You Can Control
Markets rise and fall. What endures is disciplined planning: tax-smart investing, proactive risk management, and intentional cash flow strategies. That’s where we focus our energy, so you don’t have to.
4. We Stay in Your Corner
We’re not a once-a-year review firm. We walk with you through every season, adapting strategies as your needs and vision evolve. You’ll never wonder if someone is looking out for you—we are.
We Typically Partner With Two Types of People
-
Those In or Approaching Retirement
You have $1M+ and want to turn decades of saving into confident, generous living.
-
Business Owners
You're generating $500K+ annually but need someone to coordinate business and personal wealth.
Featured In
"Steve has been fantastic to work with. My wife and I met with him several times to go over our finances and help determine whether we were ready to retire. Steve's combined background in both finance and tax is unique and we have greatly appreciated his advice and insight.”
— Rich N.
Testimonials are from current or previous clients of Simply Steward, LLC. No compensation was paid for any testimonial on this website and were freely provided by clients. For a listing of all Google reviews, please go to simply steward - Google Search
Ready to Put Your Wealth to Work for What Matters Most?
Schedule a 15-minute call to discuss your situation.
No sales pitch—just an honest conversation about whether we're a fit.
Note: We limit new clients to ensure exceptional service to current families.