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Who we serve

Our work is designed for individuals and families who recognize that retirement requires more than traditional planning:

  • Executives approaching or entering retirement within ~1-5 years

  • Business owners navigating income transition within ~1-5years

  • High-income professionals & High Net Worth individuals making age 65+ decisions

  • Affluent households age 50+ seeking integrated, coordinated advice as they approach early or partial retirement within 5-10 years

  • We serve clients nationwide, in our offices, virtually or via conference call if requested. ​

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Washington DC/MD/VA

Office:

12345 Parklawn Drive

Suite 200

N.Bethesda, MD 20852

 

Florida Office:

1200 River Place Blvd

Suite 105
Jacksonville, FL 32207 

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​Texas Office:

500 Navarro St

Suite 7234

San Antonio, TX 78205

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California Office:

3350 E Birch St

Suite 208-A

Brea, CA 92821

 

 

 

© 2030 by Pillar Capital Stewardship Advisors Powered and secured by Wix.

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Disclosures: Pillar Capital Stewardship Advisors a Plechete Co. Inc., company and its affiliates are an independently owned and operated business and an affiliate of World Financial Group Insurance Agency, LLC (WFGIA), and Transamerica Company. Insurance products are offered through WFGIA. Disclaimer: Insurance products are offered through World Financial Group Insurance Agency, LLC in the United States. Plechete & Co. Inc is not an employee or agent of WFGIA but is independently owned and operated. Product availability and features may vary by state.

 

We help individuals and families protect their financial future through customized solutions available through our affiliation with WFGIA and Transamerica Company.

 

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