Redefining Wealth: How Ami Shah is Transforming Financial Advice for First-Generation Families

Ami Shah has one mission: to change the way families experience financial advice.

In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in control of their money and their future.

From developing a 60-point custodian evaluation matrix to using automation to enhance trust and empathy, Ami proves that modern advice can be both deeply human and highly efficient.

Advisors will walk away with tactical insights on building scalable systems, fostering emotional connection, and serving clients who’ve worked hard to earn what they have—often for the first time.

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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...