Portfolio Management in Clearwater, KS

Fee-based, fiduciary portfolio management for Clearwater residents. CFP®-certified advisors from our Wichita office at 515 S Main St.

StewardRight, LLC serves Clearwater, KS clients from our downtown Wichita office at 515 S Main St, Suite 103. We also meet virtually. Fee-based, full fiduciary, CFP®-certified.

Clearwater has a median household income of $85,654 and a population of 2,697. Median resident age: 37.7.

Small rural community south of Wichita with above-average income. Residents often have accounts scattered across multiple institutions with no coordinated strategy. Many of our Clearwater clients live in established neighborhoods like Heritage Estates and Wheatland Crossing, as well as along the Main Street corridor, where successful business owners and professionals benefit most from coordinated portfolio management.

StewardRight provides active, fee-based portfolio management for Clearwater residents from our downtown Wichita office. We manage 401(k), IRA, Roth, and taxable investment accounts — coordinated into a single strategy aligned with your goals.

What We Do for Clearwater Clients

We assess your full picture — every account, every asset — and build a coordinated investment strategy. Then we manage it actively: ongoing monitoring, rebalancing, quarterly reviews, and clear communication when things change.

Fee-based compensation means we're paid by you, not by the products we recommend. Fiduciary means we're legally required to act in your best interest.

Portfolio Management in Clearwater, KS

StewardRight, LLC · 515 S Main St, Suite 103 · Wichita, KS 67202 · (316) 768-7526

Serving Clearwater and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

Serving Clearwater clients in person (Wichita office) and virtually.

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

Other Services in Clearwater

Contact Us

515 S Main St, Suite 103
Wichita, KS 67202

(316) 768-7526

Frequently Asked Questions

Yes. We serve clients throughout the Wichita metro, including Clearwater, from our office at 515 S Main St in downtown Wichita. Virtual meetings available.

401(k) rollovers, IRAs, Roth IRAs, taxable investment accounts, and 529 plans. We coordinate all accounts as part of a single strategy.

Your initial consultation is free and typically lasts 45–60 minutes. We'll discuss your current accounts, financial goals, timeline, and concerns. We'll ask questions to understand your full situation before recommending anything. No pressure, no sales pitch — just clarity on whether we're a fit to work together.

Most of our clients have $250,000 or more in investable assets, though we evaluate each situation individually. If you're building toward that goal or have complex accounts that need coordination, we're happy to discuss it. Call us to talk through your specific circumstances.

We charge a percentage-based advisory fee (typically 0.75% to 1.00% annually) based on assets under management. You pay us directly; we don't earn commissions on products. Your fee is disclosed upfront and adjusted based on your account size and complexity. This aligns our interests with yours — we succeed when your portfolio grows.

This is one of our core strengths. Many Clearwater professionals and business owners have fragmented accounts from previous jobs or multiple current employers. We consolidate these into a unified strategy, which often reduces fees, simplifies oversight, and improves coordination across your entire portfolio. We handle the rollover process from start to finish.

We conduct formal reviews quarterly and monitor your accounts continuously throughout the year. If major life changes occur — a promotion, inheritance, business sale, or significant market shift — we reach out proactively. You'll always know what's happening with your money and why.

We build diversified, long-term portfolios aligned with your specific goals and risk tolerance — not chasing performance or reacting to headlines. During market volatility, we stay disciplined: we rebalance when appropriate, focus on your long-term plan, and use downturns as opportunities. Our approach has helped many Clearwater clients weather uncertainty without panic selling.

Ready for a Real Plan?

Schedule a free call with a CFP®-certified advisor. Serving Clearwater, KS and the Wichita metro.

Schedule a Free Call (316) 768-7526