OUR PROCESS
We believe strong relationships begin by understanding the most important aspects of your life, both financially and personally. A customized strategy and approach are created around those views you hold most dear, built on a foundation of mutual trust to guide you and your loved ones through life’s journey.
WEALTH MANAGEMENT
As fiduciaries, we ensure your interests will always come first and deliver a multifaceted and custom advisory experience. In addition to financial and retirement planning, we provide analytics around cash flow, taxes, and liabilities, as well as estate, trust, and insurance planning.
STRATACTICAL INVESTMENT MANAGEMENT
Our Stratactical Investment Process has been tested through enduring bull markets, as well as turbulent bear markets. Our proprietary process, at its core, is designed to enable upside market participation while attempting to reduce the impacts during bouts of volatility.
Where Clients Are Family
We have always believed our clients are families. A family shares a bond, something special in which you belong. Our concept of serving families, over customers or clients, has allowed us to develop incredibly meaningful relationships. These connections provide our team the ability to create a custom investment strategy that is aligned with your life goals.
We serve families from all walks of life and from all over the world. Your goals and financial needs are likely to vary based on background, career path, and life experiences. For years, our team has advised women, business owners, executives, and young professionals, allowing us to cater our advice and guidance to your unique needs.
Richard Godfrey, CRPC®
Wealth Manager | Director | Partner
Matthew J. Spradlin, CFP®
Wealth Manager | Director | Partner
Amanda Crawley
Client Administrative Manager | Partner
Meet the Team
To Hear How We Can Help
Schedule an AppointmentOur Office
PRIVATE WEALTH ADVISORS
1 Park West Circle, Suite 106
Midlothian, VA 23114
Phone: (804) 302-0377
Email: Richard.Godfrey@StewardPartners.com
Matthew.Spradlin@StewardPartners.com
Amanda.Crawley@StewardPartners.com