Portfolio Management in Eastborough, KS

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

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

Eastborough has a median household income of $197,340 and a population of 743. Median resident age: 46.3.

Wichita's most affluent enclave. Complex portfolio needs — business interests, concentrated equity positions, estate coordination. Largest portfolios in the metro.

StewardRight provides active, fee-based portfolio management for Eastborough 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 Eastborough 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 Eastborough clients live in well-established neighborhoods like Tallgrass, Bridle Creek, and Sherwood Acres, where multi-generational wealth and complex financial situations are the norm. We understand the unique planning challenges that come with significant accumulated assets and the need for sophisticated coordination across multiple accounts and life priorities.

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 Eastborough, KS

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

Serving Eastborough and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

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

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

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 Eastborough, 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 30–45 minutes. We'll discuss your financial goals, review your current accounts and investments, and explain how our process works. There's no pressure or obligation — it's a chance to see if we're a good fit.

We typically work with clients who have $500,000 or more in investable assets. If you're close to that threshold or have a complex financial situation, we encourage you to call and discuss your specific circumstances.

We charge a flat annual fee or hourly rate — never commissions on products. This means our recommendations are based on what's best for you, not on what generates higher fees for us. You always know what you're paying.

We provide quarterly portfolio reviews at minimum, with detailed performance reporting. We're also available whenever significant life changes or market conditions warrant a discussion. You'll have clear visibility into your investments and our reasoning behind any changes we make.

Many Eastborough clients have significant wealth tied up in a single stock or family business. We specialize in building diversification strategies that address tax efficiency, risk management, and liquidity planning for these complex situations. We'll work with your CPA and business advisors to ensure a coordinated approach.

Yes. If you're within 5–10 years of retirement or recently transitioned out of full-time work, we help you shift from accumulation to distribution planning. We coordinate Social Security timing, required minimum distributions, tax-efficient withdrawal sequencing, and account coordination to maximize your retirement income and minimize taxes.

Ready for a Real Plan?

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

Schedule a Free Call (316) 768-7526