StewardLIVING Initiative

Steward Partners DIFFERENCE

INVESTED IN YOU

We take the time to know you as an individual. We listen to your goals and concerns, partnering with you to create a plan to help you achieve financial confidence.

A DEDICATED TEAM

Our advisors have a passion for serving families and take pride in delivering exceptional advice and service. We are competent, credentialed and caring advisors who are committed to your success.

EMPOWERING YOUR FINANCIAL LIFE

We know that you worked hard to build your legacy.  We also know that you have questions. Our tools and educational opportunities will help you make wise financial decisions at your own pace.

ATTENTIVE COMMUNICATION

We provide personal and easy-to-understand advice in an objective and pressure-free setting. By listening more and talking less, we can provide customized financial advice.

A THRIVING COMMUNITY

We nurture a thriving, evolving and supportive community where you can connect with like-minded people who share similar experiences.

LIVE WELL KNOWING YOU ARE IN CONTROL

Managing your wealth is more than just managing your money. It involves understanding your values, vision and goals, and then making decisions that enable you to live well – a life where you grow your experiences, memories and achievements while making a difference in the lives of others. A life where you realize that wealth is so much more than just financial. A life, well lived, on your own terms.

To reach your goals, you need the support of people who inspire and encourage you to make the most of your life. With the StewardLIVING Initiative, we offer financial services designed to help families take control of their finances to achieve financial confidence. Our mission is simple, to empower you to use your wealth to live well.

EVERY FAMILY DESERVES TO WORK WITH AN ADVISOR WHO IS COMMITTED TO UNDERSTANDING THEIR NEEDS AND HELPING THEM DESIGN THE LIFE THEY DESIRE FOR THEIR FAMILY.

WHY A LIVING INITIATIVE?

Each family has unique financial needs. But for too long, the financial services community has emphasized transactions at the expense of a deep understanding of client needs.  At Steward Partners, we have listened to the concerns of our clients. We’ve taken what we’ve learned from those conversations and developed a customized approach that will help your family build your wealth, creating a comprehensive wealth program that covers every aspect of your financial lives.

We partner with families who want to take control of their wealth, including families in transition (e.g., divorcees, widows and those preparing for retirement) as well as entrepreneurs and professionals who want to take a more active role in their finances. By becoming a part of the StewardLIVING community, you’ll be able to connect with others, learn more about financial issues becoming even more empowered in managing your financial future and legacy.

WHAT WE DO

The StewardLIVING process centers on a simple theme of Plan Well – Invest Well – Live Well.  When a family decides to take control of their financial life, we are here to help. From an active corporate executive to a mother managing a demanding family schedule, time is a valuable commodity. Our StewardLIVING process helps simplify your financial life, save time, invest for your future and reduce your risks, providing you comfort so you and your family can live a great life. Our solutions address some of the major challenges that families face when managing their wealth.

YOUR DEFINITION OF LIVING WELL

The art of living well is to make your life an expression of who you are, your beliefs, hopes, dreams and desires.  Your definition of living well is unique.  How can you allocate your wealth without a clear definition of living well?  First, you have to decide what is most important to your family and we can help you do that. As we work together to create your Steward Wealth Plan, a clear vision of your definition of living well will emerge, as well as a path for getting there.

MANAGING YOUR WEALTH TODAY

A financial design for your life begins with where you are today. We start with analysis, obtaining a clear financial picture and assessing risks. By looking at your cash flow, debt, benefits, education funding, taxes and more, we can offer detailed advice to help you achieve lasting financial confidence.  Investors want to achieve specific goals and portfolio construction should reflect those aspirations. Our focus is to be aligned with your goals whether it is growth or income.

COPING WITH TRANSITION

Life changes can bring new responsibilities as well as stress. We are empathetic as we guide you through life’s transitions, whether you’re getting married, starting a family, getting divorced, or recently widowed, receiving an inheritance, establishing or selling a business, or approaching retirement. The StewardLIVING Initiative will help create stability and comfort.  With empathy, we listen and educate, providing strategies that are tailored to your definition of living well.

PROTECTING YOUR WEALTH

Part of managing your wealth involves protecting your assets and preparing for the unexpected. We understand these conversations can be emotionally difficult.  Our team will analyze the unique risks that threaten your family and wealth while maintaining emotional balance.  We provide estate planning, eldercare planning, and risk management services. We then incorporate these strategies into your wealth program to ensure you and your loved ones are protected.

DESIGNING A LEGACY and STRATEGIC PHILANTHROPY

Eventually, you will decide how you want your wealth to impact your family, your community and our society. Perhaps you’ve reached a point in your life when you want to give back.  Perhaps you are passionate about a cause.  Maybe one organization has touched your life or the life of someone you love.  You want to create a legacy or pass along your values to future generations.  Our comprehensive wealth transfer services ensure that you leave a mark as unique as your experiences, passing on what matters most: your values, traditions and beliefs as well as your financial assets and treasured possessions. We guide you in crafting a plan that articulates your wishes, protects your family, minimizes taxes and preserves your legacy for future generations.

 

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