Portfolio Management in Goddard, KS

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

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

Goddard has a median household income of $95,993 and a population of 6,009. Median resident age: 31.7.

Youngest median age in our market at 31.7. Early-stage accumulators building first real portfolios. Fast-growing west Wichita community.

StewardRight provides active, fee-based portfolio management for Goddard 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. Many of our Goddard clients live in established neighborhoods like Summerfield and Wheatridge, as well as newer communities like Settlers Ridge and Morgan Pointe, where young families are actively saving for their financial futures.

What We Do for Goddard 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 Goddard, KS

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

Serving Goddard and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

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

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

Other Services in Goddard

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 Goddard, 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.

Our introductory meeting is complimentary and takes 30–45 minutes. We'll ask about your current investments, goals, timeline, and any concerns. You'll get a clear sense of how we work and whether StewardRight is a good fit. No pressure, no product pitch.

No minimum asset requirement. We work with clients at all stages — early-career professionals just rolling over their first 401(k), established families with multiple accounts, and pre-retirees. What matters is your commitment to a coordinated strategy.

We charge an annual fee based on assets under management — typically 0.75% to 1.0% depending on account size and complexity. No commissions, no hidden fees, no product sales. You pay us directly; we work for you.

We monitor your accounts continuously and rebalance as needed to stay aligned with your strategy. You'll receive formal quarterly reviews and can reach out anytime markets shift or your situation changes.

Job transitions are one of the most important times to get portfolio strategy right. We help Goddard professionals evaluate rollover options, consolidate old 401(k) accounts, and integrate them into a coordinated plan. Many of our clients come to us specifically when they're between jobs or starting a new role.

Yes. As part of ongoing portfolio management, we look for tax-loss harvesting opportunities, strategic account placement (which accounts hold which investments), and timing of distributions — especially important for Goddard clients in higher income brackets. We also coordinate with your CPA and tax preparer.

Absolutely. We help clients transition from accumulation to distribution planning, optimize Social Security timing, model retirement income, and manage sequence-of-returns risk as you approach and enter retirement.

Ready for a Real Plan?

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

Schedule a Free Call (316) 768-7526