Burchett Wealth Management Group

Closed
150 Pine Forest Dr
Conroe, TX 77384
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Shenandoah, TX area, Steve Burchett will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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HistorySandra V. Steward founded the firm in 1999 to provide high-quality, timely accounting and tax services while upholding the highest standard of customer service and ethics. Her specific niches include, but are not limited to, oil service, professional service, real estate, agriculture, construction and entertainment. Sandra's areas of specialty include income tax planning and preparation, estate and gift tax preparation, compiled and reviewed financial statement preparation, bookkeeping and business consulting to closely held and family owned businesses, corporations, partnerships, individuals, fiduciaries and estates. Sandra began practicing public accounting in Bakersfield, California in 1994 with Carpenter, Kuhen & Sprayberry, which later became CBiz, Inc. Her experience included supervisory work in the tax, litigation and auditing departments. In 1999, she started her own accounting firm in Bakersfield, California, which relocated to Louisiana and then to The Woodlands, Texas.SpecialtiesSteward CPA PC was founded over twenty years ago to provide businesses and individuals with more personalized services and consultation. Our firm's philosophy is to provide the highest quality services, to uphold the highest ethical standards, and to deliver exceptional client service to every client, every time. As a trusted partner, we value our clients above all else and are proud of the many long-term relationships we have built with the individuals and businesses that we serve. We strive to be our clients' premier resource for solutions, helping them to create and maintain a position of strength with the expert knowledge of our team and services delivered using the latest technology. We invite you to contact us so we may learn more about your unique needs and discuss how we can help you achieve your goals.
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