StewardWOMEN 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 women and take pride in delivering exceptional advice, planning and service. We are competent, credentialed and caring advisors who are committed to your success.

EMPOWERING YOUR FINANCIAL LIFE

We know that you are a strong, intelligent and independent woman. We also know that you have questions. Our tools and educational opportunities 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 help women find their own answers.

A THRIVING COMMUNITY

We nurture a thriving, evolving and supportive community where you can connect with like-minded women 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 StewardWOMEN Initiative, we offer financial services designed to help women take control of their finances to achieve financial confidence. Our mission is to empower women to use their wealth to live well.

EVERY WOMAN DESERVES TO WORK WITH AN ADVISOR WHO IS COMMITTED TO UNDERSTANDING HER NEEDS AND HELPING HER DESIGN THE LIFE SHE DESIRES FOR HERSELF AND HER FAMILY.

WHY A WOMEN’S INITIATIVE?

Women have unique financial needs. But for too long, the financial services community has ignored women’s concerns about wealth management. At Steward Partners, we have listened to the concerns of our female clients. We’ve taken what we’ve learned from those conversations and developed a customized approach that will help women build and manage their wealth, creating a comprehensive wealth program that covers every aspect of their financial lives.

We partner with women who want to take control of their wealth, including women 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 StewardWOMEN community, you’ll be able to connect with others, learn more about financial issues and become even more empowered in managing your financial future and legacy.

WHAT WE DO

The StewardWOMEN process centers on a simple theme of Plan Well – Invest Well – Live Well. When a woman decides to take control of her 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 StewardWOMEN 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 women 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 you, 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. Our focus is on helping you achieve your goals by designing a plan to maximize your returns, minimizing taxes and expenses, and mitigating risk.

COPING WITH TRANSITION

Life changes can bring new responsibilities as well as stress. 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 StewardWOMENInitiative will help create stability and comfort. We listen, educate and communicate, providing strategies that are sensitive to the feelings of women in transition.

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 you, your family and your 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, youwill 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 wisdom, values, traditions, beliefs and memories, in addition to 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