Learn how to make smart money moves before 2024 ends! Watch Jason Bottenfield, CFP® CDFA™, Partner & Managing Director at Steward Partners, featured on Yahoo Finance (31:35 minute-mark) as he shares the importance of tax-efficient strategies and proactive financial planning to optimize after-tax returns. https://ow.ly/QB1U50UvgbE #YahooFinance #EndOfYearPlanning #WealthManagement
Steward Partners
Financial Services
New York, NY 11,284 followers
Steward Partners - We're not just partners, we're family!
About us
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
- Website
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http://www.stewardpartners.com
External link for Steward Partners
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Partnership
- Founded
- 2013
- Specialties
- Wealth Management, Institutional Consulting, Asset Management, International Advisory, Family Office, and Financial Planning
Locations
Employees at Steward Partners
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Ted Schwab
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Chris Reaney, CFP®
Wealth Manager at Steward Partners Global Advisory
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Stephanie Roberts
Partner, Vice President, Wealth Manager at Haase Family Advisors at Steward Partners Global Advisory
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Timothy Davis, CFP®
Founder of Davis Executive Wealth Management • Helping Successful Executives & Business Owners manage, maximize, and protect their wealth so they can…
Updates
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We are proud to share that Steward Partners has been recognized on InvestmentNews’ second annual ‘Hot List,’ with two of our leaders, Jim Gold and Scott Danner, earning this prestigious honor. This recognition highlights their professionalism, leadership, and dedication to delivering exceptional client outcomes. Congratulations, Jim and Scott, on this well-deserved recognition! Read more here: https://ow.ly/m4Ef50UtBBJ #WealthManagement #StewardPartners #IndustryLeaders
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DeHaven Becker, CFP®, ChFC®, MBA, Wealth Manager at Harmony Private Wealth at Steward Partners, expects a “decent” 2025, barring a shock to the market. He previews potential rate cuts, expecting 1-3 over the next year in the U.S., but says the rest of the world is “all over the place” on fiscal policy. He’s bullish long-term despite near-term turbulence, and likes health care and tech. “The magic word of the day is tariffs,” he adds, as they could impact GDP and inflation. Check his interview here: https://ow.ly/TPnx50UqOle #WealthManagement #FinancialPlanning #FinancialAdvisor Schwab Network
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We are thrilled to share that Steward Partners has been recognized as one of InvestmentNews’ Top Financial Professionals on the U.S. Hot List! Congratulations to Jim Gold, CEO, and Scott Danner, Head of Legacy Division. At Steward Partners, we take pride in fostering a culture that empowers financial professionals to excel and make a real difference for the individuals and families we serve. We are incredibly proud to be on this distinguished list and are grateful to our clients and team for making this achievement possible. Check the list here: https://ow.ly/HC5Y50Ut2Yf InvestmentNews
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What sets Steward apart from the rest? Hear directly from Jeffrey Gonyo, our Head of Wealth Management, as he shares the key factors that make Steward Partners truly unique. Watch the video to learn more! #Stewardship #WealthManagement #StewardPartners
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We’re honored to be named among Financial Planning’s Top RIAs to Work For! This recognition reflects our dedication to building an outstanding workplace culture that empowers our partners and enhances client service. Thank you to our incredible team for making this achievement possible—watch the video below to celebrate with us! Check the list here: https://ow.ly/31IP50UqTLG #StewardPartners #TopRIAs #TeamSuccess Financial Planning
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Our compliance and marketing team had the pleasure of visiting our Chesapeake branch to present the comprehensive resources and tools available to support their growth and success. This visit underscored the strength of our partnership, allowing us to collaborate closely, understand their unique needs, and share strategies to enhance our partnership. Together, we are committed to driving results, fostering innovation, and empowering our branches with the support they need to succeed. It’s always inspiring to see our partnership in action and to work hand-in-hand toward shared goals. #TeamSteward #StewardPartners #Partnership
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Jason Bottenfield, CFP® CDFA™, Wealth Manager at Steward Partners, says the Fed is looking for more layoffs to slow inflation, a “double-edged sword” as one of its mandates is to keep unemployment low. He thinks investors should rebalance their portfolios by the end of the year, but he expects market strength to continue through December. Watch market insights from Jason Bottenfield: https://ow.ly/13A950UpwNc #WealthManagement #MarketInsights Schwab Network
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Steward Partners announced the formation of the Lindsey-Trost Group, a new hybrid branch that unites the Lindsey Group of Lake Oswego, Oregon, and Trost Financial, an advisory firm based in Los Angeles’ Century City. “We couldn’t be more thrilled about welcoming Greg Trost and his team into the Steward Partners family and the launch of the Lindsey-Trost Group,” J. Eric Field, CFP®, CIMA®, divisional president of the Western Division at Steward Partners, said in a statement. Read the article here: https://ow.ly/Ccu750UpUPv #StewardPartners #WealthManagement #BusinessPartnership InvestmentNews
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We are proud to announce the newest additions to our partnership in Lake Oswego, OR, and Century City, CA—Greg Trost, Michael Mora, and Katie Scott of The Lindsey-Trost Group. This talented team brings a wealth of experience as they team up with The Lindsey Group. We are thrilled to continue expanding our partnership with such talented professionals. Read the news here: https://ow.ly/NlHq50UpjZp #JoinStewardPartners #WeAreGrowing #TheBestIsYetToCome The Associated Press
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