401 (k) Rollovers

We handle virtually all litigation cases at the administrative and trial court levels.

IRAs

We deal with naturalization & citizenship, visas and political asylum.

Wealth
Management

We counsel our clients on a broad range of tax and non-tax issues.

529 College Savings Plans

Our team advises in a wide variety of corporate matters.

Estate Planning

We represent our clients in all types of real estate transactions.

Financial Planning

Our attorneys have been involved in all aspects of bankruptcy cases.

Guiding You Through Every Stage of Your Financial Journey

Independent Women

Empowering women with clear, personalized financial guidance, targeted wealth management strategies, and thoughtful planning support. We’re committed to helping you navigate life’s transitions with confidence—whether through career advancements, family changes, divorce, or widowhood. Our holistic approach encourages financial literacy, builds lasting security, and ensures you feel informed, supported, and in control of your financial future at every stage of life.

Here are the services we can offer you

Financial Services

Retirement Income Planning

Retirement income planning is the process of developing a plan for generating a steady stream of income during retirement, utilizing various sources of income, such as Social Security, pensions, investments, and other assets, to meet one's retirement income needs.

Investment Management

Investment management involves the professional management of various securities and assets with the goal of achieving specific financial objectives for clients, such as maximizing returns, minimizing risk, or meeting specific financial goals.

Financial Planning

Financial planning is the process of setting goals, developing strategies, and creating a roadmap for managing one's financial resources in order to achieve those goals and improve their overall financial well-being.

401 (k) Rollovers

401(k) rollovers refer to the process of transferring retirement savings from a previous employer's 401(k) plan to a new retirement savings account, such as an IRA or a new employer's 401(k) plan.

Life Insurance

Life insurance is a contract between an individual and an insurer, where the insurer agrees to pay a designated beneficiary a sum of money upon the death of the insured person.

Long-Term Care

Long-term care refers to the ongoing assistance and support that people may need when they are unable to care for themselves due to a chronic illness, disability, or other condition, often involving help with activities of daily living such as bathing, dressing, and eating.

Estate Planning

Estate planning is the process of arranging for the management and distribution of a person's assets and belongings after their death in accordance with their wishes, while minimizing taxes and other expenses.

529 College Savings Plans

A 529 College Savings Plan is a tax-advantaged investment account designed to help individuals and families save for education expenses, including tuition, fees, and room and board, typically for college education.

IRAs

An Individual Retirement Account (IRA) is a type of investment account that provides tax advantages for individuals to save for retirement.

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Who We Serve

Retirees

Retirees & Pre-Retirees

Business Owners

Business Owners & Entrepreneurs

Independent Women

Professionals & Executives

Professionals & Executives

Kelli L. Gabriel | Founder & CEO

Founders Message

“After more than 25 years in wealth management, I’ve learned that true financial confidence comes from feeling understood, informed, and empowered. I founded Stewardship Private Wealth Management to offer guidance that’s not just rooted in expertise, but also in genuine understanding of each client’s unique journey. My goal is to provide personalized strategies, clarity during life’s transitions, and assurance that your financial future is secure. I’m here to help you navigate your path with empathy, insight, and unwavering support.”

HELPING WHERE IT COUNTS

Schedule a Complimentary Consultation

We have experience working with all kinds of clients, and are excited to help you!

HELPING WHERE IT COUNTS

Schedule a Complimentary Consultation

We have experience working with clients just like you, and are excited to learn more about your financial goals!

OUR TEAM

We are Experienced Trial Lawyers

Our professional trial lawyers have a rich experience in varied cases. We have 1285 successful cases while our practise. At the very core of our work ethic is the belief that everyone has an important story to tell and the right to competent and fair representation. We always claim to justice.

Free Consultation

Proven Results

Legal Information

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Call Us today at (615) 377-0704

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