StewardLAW Initiative

Steward Partners DIFFERENCE

FOCUS ON YOU

You always put your clients’ needs first. At Steward Partners, we do the same. Our team is accountable to you. We help manage the details of your finances so you have the freedom to concentrate on your clients and your business.

RESPECT FOR YOUR TIME

You live your life in sixty-minute intervals. We understand and have designed our solutions to be efficient and effective so that you can get the most out of your wealth and have more capacity to focus on the things that are most important to you.

A COMPREHENSIVE APPROACH

We embrace a transparent, coordinated and comprehensive approach to managing your wealth. We help ensure that everything is working together seamlessly to get you to where you want to be.

A PLAN FOR PROGRESS

Having a plan is not enough. We help you make strategic decisions about how you use your money today so that you can make progress toward your goals and seize opportunities for success.

DEVELOPING COMMUNITY

Our StewardLAW community connects you with people and resources that offer growth, encouragement and inspiration, moving you toward the great life you envision.

LIVE WELL KNOWING THAT YOU’RE MAKING THE MOST OF YOUR TIME

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends and personal interests. With so many competing demands on your attention, it is important to be intentional about using your wealth to live a life with confidence, fullness and purpose.

StewardLAW is a team of professionals for specialists. Our team of in-house professionals include wealth managers, financial planners, investment professionals, tax strategists and risk management consultants. With our help, you are able to leverage your time and make sure your wealth is aligned with your goals.

YOU’RE DEDICATED TO YOUR CLIENTS.

WE’RE DEDICATED TO YOU.

Ultimately, our goal is to empower you to use your wealth, time and influence to live a great life. Your StewardLAW team will:

  • Leverage our expertise to inventory, map and make recommendations for optimizing your law firm’s specific benefits to ensure that you are using all the resources available to you.
  • Create a plan for income replacement in retirement including advising on capital draws, pension payouts and more.
  • Measure whether your progress toward your goals is on schedule and on target.
  • Assist with the day-to-day financial details that you may not have the bandwidth to manage so you can reduce stress and increase your productivity.
  • Planning based upon your whole life, not just your balance sheet or income statement.
  • Proactively monitor your financial life so that we can help you address potential problems before they have a chance to jeopardize your financial future.
  • Offer tools, like account aggregation so you can see your complete financial picture at a glance.
  • Collaborate with your other trusted advisors to leverage your time.

WHAT WE DO

The StewardLAW process centers on a simple theme of Plan Well – Invest Well – Live Well.  Our process for attorney’s will help simplify your life, save you time, invest for your future and reduce your risks. As an attorney, you benefit from holistic services and solutions that integrate all aspects of your life with your finances, giving your wealth meaning and purpose. The StewardLAW team understands the details of partnership compensation and will identify ways to maximize income, strategically position assets, minimize taxes and protect your wealth. Our services are designed to meet attorneys’ needs, including benefit and retirement projections, stress-test analysis, asset management, asset protection and wealth transfer planning.

MAXIMIZING YOUR BENEFITS

Law firm partners enjoy unique benefits—and face unique challenges in making the most of those benefits. Your StewardLAW team is familiar with the benefit structure at many leading law firms and can help you leverage those benefits to the greatest advantage including recommendations to optimize your firm’s benefits with the goal of improving capital efficiency.

MANAGING YOUR PERSONAL WEALTH

At Steward Partners, we can manage all of your wealth, not just your portfolio.  Your entire financial picture is in focus so you are able to live more confidently and fully, using all of your wealth – be it your time, talents, influence, relationships and resources to live well.  By taking such a comprehensive view of your financial picture, we help you make wise choices and better use all that you have so that you can live more purposefully.

SUPPORTING YOU THROUGH TRANSITIONS

We help you prepare for the next stage of your life by collaboratively creating a financial plan for what will happen when you leave your current firm, whether that is in five years or 20 years. Our team has helped many attorneys navigate this transition, helping you to be prepared financially as you move from a life dedicated to your firm to a life dedicated to yourself and your family.

CREATING YOUR GREAT LIFE AND LEGACY

When there is an intersection of your personal and professional goals and vision with your passions and purpose, you will discover a great life. If you want to use your wealth to help create the life you envision, let’s have a conversation.

 

Plan Well ~ Invest Well ~ Live Well

 300 Brickstone Square, Suite 1006, Andover, MA 01810
TF 855.811.389 // M 978.809.3720 // F 978.409.2106 // www.stewardpartners.com


Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC.  017304-04082016