Legal

Privacy Policy

Last updated: July 30, 2026

Placeholder content. This page is awaiting the final policy language from Steward & Protect.

01

Information we collect

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02

How we use information

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03

How we share information

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04

Data security

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05

Data retention

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06

Your rights and choices

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07

Cookies and analytics

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08

Changes to this policy

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09

Contact us

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Questions about this policy may be directed to hello@stewardandprotect.com.

Steward & Protect

The outsourced insurance audit and advisory
arm for banks, RIAs, and advisory firms.

The AuditAdvanced Strategies
ApproachWho We Serve

Investment Advisory services offered through 49 Wealth Management, LLC d/b/a 49 Financial, an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. Investing involves risk, including the potential loss of principal.

“Steward & Protect” is a coordination and service platform designed to help organize and align financial planning resources. Investment advisory services are offered through 49 Wealth Management, LLC, a registered investment adviser. Other services referenced on this website may be provided by third-party firms or partners and may require separate agreements and additional fees.

49 Wealth Management, LLC and its investment advisory representatives do not provide legal advice, tax advice, accounting or bookkeeping services, mortgage lending or mortgage brokerage services, or property & casualty (P&C) insurance services. Any discussion of tax, legal, accounting, insurance, or lending topics is provided for general informational purposes only and should not be relied upon as a substitute for advice from your attorney, CPA/tax professional, mortgage professional, or insurance professional. You should consult the appropriate professional regarding your specific situation before implementing any strategy.

If we introduce you to, coordinate with, or help facilitate access to third-party professionals (including attorneys, CPAs, mortgage professionals, and insurance professionals), those parties are independent service providers unless explicitly disclosed otherwise. You are responsible for selecting, engaging, and directing any such providers, and any services they provide are governed by separate agreements between you and the provider. 49 Wealth Management does not control, supervise, or assume responsibility for the advice, services, representations, or fees of unaffiliated third parties.

© 2026 Steward & Protect. All rights reserved. Privacy Policy

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