W. Lee Shertzer - Stewardship Advisors, LLC

People

October 23, 2025 By W. Lee Shertzer

Lee Shertzer shares how Stewardship Advisors is investing in the future by continuing our commitment to integrity, stewardship, and genuine relationships.

Tech

Artificial Intelligence (AI): Run Toward It or Run Away From It?

April 16, 2025 By W. Lee Shertzer

Lee Shertzer compares Artificial Intelligence rise to the sewing machine’s impact in the 1800s, highlighting that while disruptive, AI will enhance productivity and create new opportunities, urging us to adapt and embrace change.

People

Embracing Necessary Conversations This Holiday Season

December 12, 2024 By W. Lee Shertzer

The holiday season is often the perfect chance to engage in meaningful conversations with loved ones.

investing

Change is Hard.

January 23, 2024 By W. Lee Shertzer

The transition from TD Ameritrade to Charles Schwab

Teacher and students reading at campsite

personal finance

Exploring Generosity: A Journey of Reflection and Giving

October 11, 2023 By W. Lee Shertzer

Lee Shertzer explores how the profound impact of generosity can shape lives and communities for the better.

Retirement

“Can I Retire?”

July 12, 2023 By W. Lee Shertzer

Lee Shertzer shares several key aspects that can help you determine whether you’re financially ready to retire

personal finance

What is Financial Life Planning, and Why do We See so Much Benefit to Our Clients?

April 19, 2023 By W. Lee Shertzer

By aligning personal values, priorities, and life goals with financial objectives. Financial Life Planning helps individuals achieve greater financial security, independence, and success while also providing lifelong purpose and fulfillment.