Portfolio Management in Newton, KS

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

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

Newton has a median household income of $70,034 and a population of 18,320. Median resident age: 40.5.

Highest median age in service area at 40.5. Pre-retirees with accumulated 401(k) and pension assets. Portfolio management at Newton is often about transitioning from accumulation to income.

StewardRight provides active, fee-based portfolio management for Newton 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 Newton clients live in established neighborhoods like Sunflower Hills and Cedar Crest, as well as the family-oriented subdivisions across Leisure Park and Old Town Newton, where we help both working professionals and near-retirees consolidate and simplify their investments. Whether you're in the Northside neighborhoods or throughout the greater Newton area, we're here to help you move from accumulation to confident retirement planning.

What We Do for Newton 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 Newton, KS

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

Serving Newton and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

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

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

Other Services in Newton

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 Newton, 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 spend 45–60 minutes learning about your situation: income, assets, debts, goals, and timeline. We'll ask questions about your current investments and any concerns you have. There's no pressure to become a client—we want to make sure we're the right fit for you.

We typically work with clients who have at least $250,000 in investable assets. This allows us to deliver meaningful value and justify the relationship. If you're close to that threshold or have a complex situation, we're happy to discuss.

We charge an annual fee based on assets under management, typically 0.75–1.25% per year depending on account size. There are no commissions, no hidden fees, and no product sales. You pay one transparent fee, and we act as a fiduciary at all times.

Yes. We work with clients who have traditional pensions, 457 deferred compensation plans, or other employer retirement benefits. We'll coordinate these with your other accounts and help you understand your total retirement picture.

Rolling over an old 401(k) into an IRA is one of the most common transitions we help Newton clients navigate. We'll guide you through the process, explain your options, and integrate the rollover into your overall investment strategy without any tax complications or delays.

We provide quarterly performance reviews and market updates. You'll have online access to your accounts 24/7, and we're available by phone or email whenever you have questions. We believe in proactive communication—you should never wonder how your money is doing.

Absolutely. Tax-efficient investing is part of our process. We coordinate contributions, rebalancing, and account positioning to minimize taxes across all your accounts. For Newton clients nearing retirement, this can make a meaningful difference in long-term outcomes.

Ready for a Real Plan?

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

Schedule a Free Call (316) 768-7526