Who It's For
Built for families who've already built something.
The fit is honest and specific. If you have real assets, real complexity, and a team of professionals who don't quite talk to each other, this is for you.
You've sold a business — or you're about to.
A liquidity event changes everything about tax, estate, and income. It needs coordinating before the wire hits, not after.
You're nearing retirement with accounts scattered everywhere.
Statements from a dozen places and no single view. We assemble the whole picture and find where it's leaking.
Your CPA, attorney, and advisor have never spoken.
Three good professionals, no coordination. Someone has to sit at the head of the table — that's the job.
An honest fit
We're not for everyone — on purpose.
A GOOD FIT
Families and business owners with roughly $1M+ in investable or retirement assets
$200K+ in household income and a meaningful tax burden
Multiple professionals already in place — and no one coordinating them
A business sale, retirement, or wealth transfer on the horizon
People who value coordination and stewardship over another product
NOT THE RIGHT FIT
Fooking for the hottest product or a promised rate of return
Wanting a single transaction, not a coordinated plan
Not ready to bring your existing professionals to the table
Earlier in the wealth-building journey, before this complexity exists
A plain word on numbers: we do our best work for families with about $1M+ in investable assets, because that's where coordination saves — and protects — the most. If that's you, the fit is likely strong. If it isn't yet, we're happy to point you to the right starting place.
Not sure if it's a fit?
The first conversation is where we both find out — honestly, with no pressure either way.
See the whole picture. One coordinated plan, stewarded toward your family and legacy.
The Steward's Table is the practice of Charles "Chuck" DeLadurantey, a licensed life insurance producer offering life insurance and annuity products. Coordination is provided in collaboration with the client's own tax, legal, and investment professionals; it is not investment advisory, legal, or tax advice, and no advisory or asset-management services are offered or implied. Licensed in most U.S. states; not available in New York. TX license #2476270. This website is for general information only and is not an offer or solicitation in any jurisdiction where the producer is not licensed. © 2026 The Steward's Table. All rights reserved.