18+ Years
Licensed Life & Health Agent
Enrolled Agent
Sister Firm: Powell United
Serving Greater Houston
Our Comprehensive Protection & Legacy Planning
Protecting What You’ve Built for Those You Love
For Houston families and high-net-worth individuals, we provide a unified approach to wealth management and estate planning. Our strategy is coordinated with your tax profile, ensuring a seamless transfer of assets and peace of mind for every generation.
Securing Your Business Legacy and Its Future
Small business owners are the heart of Houston. We offer specialized solutions for buy-sell funding, key-person insurance, and succession planning. Because we work alongside your accountants at Powell United, your business protection plan aligns perfectly with your tax strategy.
01
Free 15-Minute Call
Start with a focused conversation to explore your vision for the future and how our team can support your legacy from the very first step.
02
Your Custom Plan
We design a bespoke protection roadmap that bridges life insurance, estate planning, and retirement income with tax-aware strategic planning.
03
Implement & Review
We bring your plan to life with expert execution. Continuous quarterly reviews ensure your strategy evolves with your family's needs and legacy.
Meet Matthew Powell
With more than 18 years as a trusted advisor, Matthew Powell (CEO) believes financial planning is only complete when it accounts for the taxes you pay today and the legacy you leave tomorrow. As an IRS Enrolled Agent and Licensed Life & Health Agent, Matthew oversees a coordinated strategy that bridges the gap between Powell United and Legacy Stewards.
Enrolled Agent
IRS
Life & Health
Licensed
“Great people working here. They got me on a life insurance plan that will benefit me and my family. They're super easy to work with and listen to what you have to say or ask. Honest and genuine people. 100% recommend them.”
— Dale Alberts, Google Review