Simply Steward

Make Your Money Mean More

Financial planner in Centennial, CO (show on map)

5.0

★★★★★

6 reviews

Simply Steward is a tax-smart financial planning firm in Centennial, CO that helps individuals and business owners align their money with their values and build wealth confidently.

Call (303) 418-8116

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About

Simply Steward is a financial planning firm that makes complexity simple. Steve Cruice combines deep tax expertise with a disciplined investment strategy so clients get integrated guidance instead of piecemeal advice from multiple professionals.

They don't believe wealth management is about beating the market or pushing products - it's about stewarding what you've built with purpose so your money works as hard and as wisely as you do.

Both CPA and CFP professional in one advisor

Integrated financial planning - not siloed services

Proactive planning, not just annual reviews

Clear explanations without jargon

Limits new clients for exceptional service

Services

Retirement Planning

Tax-integrated retirement income planning for those with $1M+ in assets who want to turn decades of saving into confident, generous living.

Tax-Integrated Wealth Management Retirement Income Planning Legacy & Charitable Giving Strategy Risk Management & Insurance Review

Business Owner Services

Coordinating business and personal wealth for business owners generating $500K+ annually with services including advanced tax planning, cash flow optimization, and risk management.

One Advisor for Both Business and Personal Advanced Tax Planning Cash Flow & Wealth Building Risk Management

Credentials & Certifications

Certified Public Accountant (CPA)

CERTIFIED FINANCIAL PLANNER (CFP)

Reviews

Rating

★★★★★

Reviews

"He's incredibly knowledgable and truly cares about his work."

Frequently Asked Questions

What makes Simply Steward different from other financial planning firms? +

Simply Steward integrates taxes, investments, estate planning, and charitable giving into one cohesive strategy instead of treating them as silos. Steve Cruice is both a CPA and CFP professional who handles the complete coordination of your financial life.

Who does Simply Steward typically work with? +

They partner with two types of people: those in or approaching retirement who have $1M+ and want to turn decades of saving into confident, generous living; and business owners generating $500K+ annually who need someone to coordinate their business and personal wealth.

What are Simply Steward's hours of operation? +

Monday-Thursday 9am-5pm MST, Friday 12:30pm-4pm MST.