Business Details
21 Years
experience
Your Trusted Partner for Financial Services in Gilbert, AZ
Stewardship is a trusted Arizona-based team of advisors dedicated to providing holistic financial solutions with integrity and compassion. Founded on the principle of acting as fiduciaries, we prioritize client needs across real estate, insurance, mortgage, and financial planning services. With nearly two decades of experience, our team combines deep industry expertise with a relational approach to protect families from financial pitfalls.We offer transparent pricing models, including a flat-fee real estate commission structure and personalized investment management, while leveraging technology to simplify complex processes. Our commitment to ongoing education and annual check-ins ensures clients remain aligned with their financial goals. Recognized for innovation and customer-centric practices, we serve as a single point of contact for integrated financial solutions.
Services
Real Estate
Home Loans
Insurance Advisory
Financial Planning
Estate Planning
Investment Management
Mortgage Refinance
Wealth Management
Medicare Planning
Risk Management
Details
- Year established: 2005
Highlights and features
- We act as fiduciaries legally required to prioritize client needs above all else
- Our flat-fee real estate commission structure returns thousands to clients at closing
- Integrated services across financial planning, insurance, and real estate under one roof
- Personalized investment management with fee structures tied to asset growth
- Award-winning team with 20+ years of combined experience in Arizona markets
Associations and certifications
- Registered Investment Adviser
What people say
Exceptional service
Personalized solutions
Significant savings
Genuine care
Expertise
Services
Real Estate
Our real estate advisors provide comprehensive buying and selling solutions with a 1.98% seller's commission rate. Clients receive 10% of our buyer's agent commission at closing, with access to 13,000+ network contacts and professional marketing materials. The process includes customized home search, competitive pricing analysis, and transaction coordination.
Home Loans
We offer competitive mortgage rates with transparent fee structures and personalized loan options. Services include purchase loans, refinancing, reverse mortgages, and investor loans. Our fiduciary approach ensures rate locks and commission rebates directly benefit borrowers through reduced monthly payments or closing cost assistance.
Insurance Advisory
Independent insurance services across home, auto, life, health, and specialty coverage. We provide multiple carrier options with annual policy reviews and proactive rate protection plans. Our advisors help clients save through comparative analysis while ensuring adequate coverage across personal and business needs.
Financial Planning
Customized financial roadmaps with tiered service levels from basic assessments to comprehensive wealth management. Services include investment management, tax planning, retirement strategies, and 401(k)/IRA optimization. Fees range from $189/month for planning members to 0.5-1.25% of managed assets for full-service clients.
Estate Planning
Comprehensive estate planning solutions including wills, trusts, living wills, and power of attorney documents. Our advisors guide clients through asset protection strategies and intergenerational wealth transfer planning, with specialized expertise in creating customized legal frameworks that align with individual family needs and financial circumstances.
People
Grant Botma
Founder
With nearly 20 years of financial services experience, Grant established Stewardship to combat financial injustices through fiduciary-driven advisory. He oversees strategic direction while maintaining client relationships.
Jake Norton
Investment Advisor
Co-founder specializing in wealth management and financial planning. Holds Series 65 license and manages investment portfolios with a focus on tax-efficient strategies and long-term growth.
Brandon Ream
Insurance Advisor
Co-founder with expertise in property/casualty and health insurance. Helps clients optimize coverage while reducing costs through comparative market analysis and annual policy reviews.
Jarred Kuiper
Home Loan Advisor
NMLS-licensed mortgage professional with 10+ years of experience. Specializes in first-time homebuyer programs, refinancing, and investor loans with a focus on transparent pricing.
Ryan Delviken
Health Plan Advisor
Certified health insurance specialist assisting with ACA compliance, Medicare solutions, and employer-sponsored plans. Provides annual coverage optimization reviews for individuals and families.
Questions
What financial services does Stewardship offer?
We provide integrated services across real estate, mortgage lending, insurance advisory, financial planning, and estate planning with fiduciary accountability.
How does Stewardship's real estate commission structure work?
We charge 1.98% seller's commission and pass 10% of buyer's agent commissions to clients at closing, with guaranteed savings compared to traditional 6% models.
Are Stewardship's financial advisors fiduciaries?
Yes, our investment advisers and planners operate under fiduciary duty, legally required to act in clients' best interests at all times.
How can I schedule a consultation?
Book appointments directly through our website calendar or contact us at 602-384-2604 for in-person, phone, or video meetings.
What areas do you serve?
Primarily Arizona with specialized expertise in Phoenix metro markets, though we provide financial advisory services nationwide through virtual consultations.
Do you offer free financial assessments?
Yes, we provide complimentary financial health evaluations to help clients understand their current situation and identify improvement opportunities.
