Sean Wood CFP® AIF® CAP® began his career as a technology consultant serving Wall Street companies in New York City with the firm that is now Accenture. His career led to an unexpected IPO windfall during the now infamous “tech bubble” in 1999. At this point, he and his wife sought professional advice on how to translate this cash into liberty and security for their growing family. After months of interviewing numerous financial advisors, insurance agents, and stock brokers, they found that most were primarily interested in managing their portfolios or selling complex financial products. They were looking for a trusted advisor who would spend the time to truly understand their priorities and values and provide the advice and guidance needed to make wise decisions. Sean experienced this once-in-a-lifetime opportunity for himself and understands how important it is to have a trusted guide who can help lead the way.
From the very beginning, Sean had a vision for eliminating the conflicts of interest that can arise when working for a firm that sells its own proprietary products. In 2013, Sean founded Stewardship Colorado to provide the kind of personalized financial life-planning services that he and his family were looking for 14 years earlier. Stewardship Colorado is aligned with Stewardship Advisory Group which is an Independent Registered Investment Advisor (RIA) with a national presence and reputation along with a 30+ year history.
On a personal level, Sean's family has a real passion for spending time together outdoors with family and friends and in June of 2021, the entire family spent 18 days rowing the full 277 river miles on the Colorado River through the Grand Canyon. Sean also enjoys extended time in the backcountry and in August 2019 and August 2020 spent 12 days riding his mountain bike from Waterton Canyon to Durango on the 500+ mile length of the Colorado Trail.