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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-28-2017
- Office Locations
- 1
Office Locations
About Simply Steward
Simply Steward is a tax-smart financial planning and wealth management firm led by Steve Cruice, CPA, CFP®, providing integrated guidance across investments, taxes, estate planning, and charitable giving. The firm typically partners with retirees or those nearing retirement and with business owners seeking coordinated personal and business strategies, emphasizing disciplined, risk-aware investing and proactive cash-flow planning. New-client capacity is intentionally limited.
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Owner & Executives
Steven Francis Cruice Jr
Chief Compliance Officer, Managing Member
- CRD
- #6761667
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,148,349 | -- |
| Non-Discretionary | $869,291 | -- |
| Total | $35,017,640 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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