Portfolio Management in Derby, KS

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

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

Derby has a median household income of $85,892 and a population of 26,604. Median resident age: 36.4.

Largest Wichita suburb. Aerospace and McConnell AFB workforce. Multiple employer 401(k)s to coordinate — common for residents who've worked at Spirit, Boeing, or McConnell.

StewardRight provides active, fee-based portfolio management for Derby 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 Derby 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.

Many of our Derby clients live in established neighborhoods like Park Meadows, Wheatwind Estates, and Canterbury, where families and professionals prioritize long-term wealth coordination. Whether you're in Buckboard Hills or Grand Prairie, we bring the same comprehensive approach to every client relationship.

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 Derby, KS

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

Serving Derby and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

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

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

Other Services in Derby

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 Derby, 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.

We'll start with a 30-minute introductory call to understand your financial situation, goals, and concerns — no obligation. If it's a good fit, we'll schedule a deeper planning session to review all your accounts and build a coordinated strategy.

No. We work with clients at different wealth levels. The main requirement is that you have multiple accounts to coordinate (like a 401(k) and IRA) or a complex financial situation where active management adds real value. We're happy to discuss whether it makes sense for you during a free introductory call.

Yes. Many Derby clients are military or aerospace professionals. We're familiar with military TSP accounts, survivor benefit plans, and how to coordinate those with civilian retirement accounts — a common situation for our local clients.

Active management means we're continuously monitoring your portfolio, rebalancing when allocations drift, and adjusting your strategy as your life and the markets change. Without it, your risk level can shift without you noticing, or you might miss tax-loss harvesting opportunities and other optimization strategies that compound over time.

Absolutely. 401(k) rollovers are one of our core services. We handle the paperwork, coordinate the transfer, and integrate your old plan into your overall investment strategy — which often simplifies your situation and reduces fees compared to leaving it with your former employer's plan.

Ready for a Real Plan?

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

Schedule a Free Call (316) 768-7526