Tim is a Divisional President at Steward Partners Global Advisory. He has worked in the financial services industry for 24 years spending over 17 in senior leadership roles. Prior to joining Steward Partners he was most recently a Managing Director/Market Manager at Wells Fargo Advisors, having also spent time at both UBS and Morgan Stanley, the latter as Southern NJ Complex Manager.
Tim began his career on Wall Street in the mid 1980's and returned to the business in 1997 as a financial advisor. He has been recognized as a Top 100 Branch Manager* for 2014-2016 in the annual On Wall Street survey.
Tim graduated from Providence College with a degree in Finance. He has three grown children and lives with his wife Jamie on the Jersey Shore. Tim enjoys golf, ice hockey and music and is an active participant in many of the local charities and food bank.
Beth Sweeney is a Managing Director at Steward Partners. She has been in the industry for 22 years, 21 of those at Wells Fargo Advisors and its predecessor firms as a Senior Vice President of Investments. Beth has been helping high net worth individuals & business owners realize their financial goals & dreams. She takes a holistic approach when working with her clients. Beth develops a customized financial plan based on their goals, risk tolerance and time horizon then implements an investment strategy to help achieve her clients’ goals & dreams.
Beth enjoys working out, traveling, and spending time with her family. She is also a gourmet cook.
She lives in Sharon, MA with her husband Eric & their 5 children.
Eric joined Steward Partners as a Wealth Manager with his wife Beth Sweeney. Combined they have 24 years of wealth management experience. Eric has a true entrepreneurial spirit. He has spent years owning and managing a variety of businesses, many in real estate and development, as well as ventures in agriculture, fitness clubs, restaurants, and a brewery. His business acumen and experience makes him a great partner in the financial services industry by helping his clients, many which are business owners and entrepreneurs, make solid decisions about their business and personal finances.
Eric graduated from the University of Nebraska – Lincoln with an A business degree, where he was a member of the football team.
Eric is an avid golfer, enjoys basketball, coaching, and spending time with his family. He surrounds himself with like-minded, competitive people.
Eric lives in Sharon, MA with his wife Beth and their five children.
Katie joined Steward in October 2018 she started her career with LPL Financial where she was trained extensively in administrative duties and client servicing. Her dedication and extreme attention to detail allowed her to excel quickly and explore her options. She eventually earned a senior position overseeing all distribution within the reporting department. Working behind the scenes in compliance for several years and feeling unfulfilled Katie chose to join Steward Partners as Client Administrative Manager under Corrado and Jim. Katie is available to help you with any account inquiries you may have and can also provide assistance with online access.
In her free time she enjoys spending time with family, traveling to new places, and volunteering at a local animal rescue.
Travis is a Director at Steward Partners Global Advisory. As a wealth manager, he has a deep passion for understanding global inter-market relationships and how those relationships impact clients comprehensive wealth planning strategies. He is an integral part of executing asset allocation plans and implementing portfolio management strategies designed to meet plan objectives as defined by cash flow modeling and client risk expectations.
Prior to joining the firm, Travis was a Senior Portfolio Manager at Risk Paradigm Group where he designed, implemented and monitored equity portfolio’s for high net worth clients. He would develop Asset Allocation Models with a global macro focus. The objective was to minimize risk and meet financial plan return objectives. Travis uses his broad and in-depth understanding of securities across all asset classes, including alternative strategies, structured products and option strategies.
As a Certified Portfolio Manager (CPM)® Travis successfully completed the curriculum at Columbia University which included the study of the theory and practice of asset pricing, asset management, risk management, corporate finance, fixed income analysis and foreign exchange.
Currently, Travis lives in Billerica with his wife Sue and children Harrison, James and Greta.
Anka has worked in the finance and investment industry for over ten years. She started her career at Morgan Stanley and has served on the Client Service Associates’ Council where she provided input to enhance business policies, technology and improvements of workflow to help enable an exceptional client experience. She was recognized as the best Client Service Associate in her office multiple times for consistently delivering outstanding customer service.
Anka is a graduate of University of Novi Sad, Serbia. She enjoys spending time with her husband and being a mom to their two children.
Working closely with Chris and Aaron, Vas Vlcek creates an enhanced client experience at The Washington Wealth Group. He directs all operational functions and supports the team by executing trades and transactions, preparing documents and performance reports, and setting up and servicing all accounts. With a get-it-done attitude and a systematic approach, Vas is perfectly suited for his vital role.
Prior to joining The Washington Wealth Group in 2014, Vas graduated with highest honors from Marymount University in Arlington, Virginia with two bachelor’s degrees in Economics and Political Science. He was then employed as a research and staff assistant at the International Monetary Fund from 2011 to 2012 and as a Registered Client Associate at RBC Wealth Management from 2012 to 2016. In 2016, Vas was the recipient of the RBC Wealth Management Award of Excellence. He currently holds Series 7, 66, and 31 securities licenses.
Most of Vas’ free time is spent with his wife and two young daughters. He also partakes in a number of sports, including skiing, soccer, tennis, mountain biking, and hiking.
Gary serves as New England Sales Director, Founding Partner and Wealth Manager for Steward Partners Global Advisory in the Portsmouth, New Hampshire Office. Gary brings 15 years of experience in creating financial planning strategies, asset allocation models as well as support with corporate retirement plans.
Gary’s practice focuses primarily on high net worth individuals and families as well as business owners. Gary works with clients by first listening to clients’ needs and financial goals. He then assists clients in designing a long term investment plan based on the fundamentals of asset allocation and provides guidance in choosing the investment choices to help clients reach their financial goals.
Gary earned his BS in Accounting and Finance from Worcester State College. He also earned the designation of Chartered Retirement Plans Specialist (CRPS) from the College of Financial Planning.
Gary and his family reside in Amesbury Massachusetts. In his free time, he enjoys golfing, fishing and volunteering for Amesbury Youth Sports.
George serves as the Chief Financial Officer of Steward Partners Global Advisory. George has over 27 years of experience in the financial services industry. George’s most recent role was Chief Operating Officer of RidgeWorth Investments. Prior to being COO, George was the Chief Financial Officer and Chief Operating Officer of Seix Investment Advisors LLC. Early in his career George was a Vice President at Deutsche Bank and an Audit Manager within the asset management practice of Deloitte & Touche.
Throughout his career he has been a transformational finance and operations executive primarily engaged in the investment management space. A trusted business advisor to senior management and fund boards with expertise in financial strategy and planning, operations management, public and private fund implementation and acquisition due diligence. Addressing complex business challenges, driving productivity improvements and creating reductions of non-value adding expenses have been the hallmarks of George’s career.
In his most recent role George was responsible for the operations, technology and infrastructure while leading the consolidation of multiple boutique systems onto one shared service support platform. George was responsible for the creation of the support structure surrounding a Cayman On-shore\Off-shore Fund structure as well as the creation of a Dublin based Qualifying Investors Alternative Investment Fund (QIAIF). During his tenure at RidgeWorth and Seix, George has been a member of the Executive, Risk Management and Investment Policy Committees. George was also the Chairman of the Firm’s Operating Committee.
George earned a BBA in Business Administration from Pace University, Pleasantville, New York. George is a Certified Public Accountant in the State of New York.
Sheryl Weinberg is a partner, vice president and senior client administrative manager. Prior to Steward she worked at Wells Fargo Advisors from 2012 to 2017. Before Wells Fargo Advisors Sheryl worked on a Wealth Management Team at Merrill Lynch from 1997 to 2007. The Team left the firm and went to UBS Financial Services and she worked there till 2009. She focuses on administrative, operations, and client services. She resides in Paramus with her two boys.
Crystal’s expertise is the coordination and reconciliation of all aspects related to client support including new accounts, account transfers, account maintenance, account funding/distribution and responding to requests.
Crystal has worked in the Financial Services industry for over ten years. Prior to joining Steward Partners Global Advisory, she started her career at Wachovia Bank and was at Morgan Stanley. She has experience in Sales, Human Resources and Client Service.
Crystal is a graduate of the University of Maryland. She also attained a Master’s of Business Administration in Human Resources from the University of Phoenix. She lives in Odenton, MD and has two children – Marché and Christian.
Conor serves as Vice President and Client Administrative Manager. Formerly with Morgan Stanley Conor is a performance driven professional who helps maintain our clients review process. His responsibilities include preparation of client reviews, processing service request, and extensive operational support. He is Series 7 (General Securities Representative) licensed.
Conor graduated from the George Washington University with a B.B.A degree majoring in Finance. He is a native of Pomfret, CT and has been living in the Washington, D.C. area for the past six years. He enjoys playing squash and exploring the local area’s golf courses in his free time.
Joe Wong serves as a Director, as well as a founding partner of Steward Partners Global Advisory. As a wealth manager, Joe leads an investment team within Steward Partners Global Advisory. Together with business partner Rodger Friedman, their focus is advising and coaching middle class millionaires in creating and implementing customized retirement income strategies that allow them to enjoy their retirement with confidence. This process helps them to truly understand each client’s unique needs and changing circumstances.
Joe graduated magna cum laude from University of Maryland in 2002. Joe obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board and the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning.
Joe is a board member of Asian American LEAD, a local non-profit, that provides educational enrichment and youth development programs to low-income and underserved Asian American youth in the Washington, DC metro area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Amy Nimer is a Senior Client Associate for Steward Partners. She has over 20 years of experience in the financial industry. She began her career at Prudential Securities with John and Cary Kortze as an Administrative Assistant and continued with the team through the merger with Wachovia Securities and then later on Wells Fargo Advisors. Her commitment and dedication to client service has allowed her to grow within these companies. Amy’s motto is to ensure that clients receive the best support and service from the team enabling the client to be confident in the investment advice that the team provides.
Amy has lived in Connecticut her entire life. She is married, has two children and a new granddaughter.She has a very large extended family and likes to spend her spare time with family and friends.
Michele joins Steward Partners with over 30 years of customer service, operational and sales support. She began her career with Butcher & Singer in 1983. Prior to joining Steward Partners, Michele worked as a Senior Registered Client Associate for a team of advisors at Wells Fargo Advisors. With her customer service experience, Michele’s priority has always been to have meaningful client relationships and to provide exceptional customer service and support. She is Series 7, 66 and Life, Health and Variable Annuity Insurance licensed.
Michele lives in Danbury, Connecticut and has three children. When she is not helping clients, Michele enjoys the theater, working in her gardens and volunteering at local community organizations.
Cary is a Managing Director for Steward Partners Global Advisory and founding partner of Steward’s Newtown, CT office. He has over 18 years of experience in the financial services industry. Prior to joining Steward, Cary started his career at Prudential Securities, then becoming Wachovia Securities. Most recently Cary spent the last 10 years at Wells Fargo Advisors as part of the Kortze Private Investment Management Group.
Cary graduated from Keene State College with a bachelor of science degree in Business Management. Cary and his wife Lucy have two children, Aiden and Claire and live in Newtown CT. They enjoy volunteering with their kids youth sports activities, playing golf and enjoying the outdoors.
John is a Managing Director for Steward Partners Global Advisory and founding partner of Steward’s Newtown, CT office. He has over 25 years of experience in the financial services industry. Prior to joining Steward, John started his career at Prudential Securities, then becoming Wachovia Securities. Most recently John spent the last 10 years at Wells Fargo Advisors as part of the Kortze Private Investment Management Group which he founded with his brother Cary Kortze.
John graduated from Cornell University with a bachelor of science degree in Applied Economics and Business Management with a minor in Marketing. John spent over 20 years volunteering in his community first on the Legislative Council and the Board of Finance and also served on the Newtown Memorial Fund Board. John and his wife Tara have two girls, Cassidy and Keeley and live in Newtown, CT.
Derek Majkowski, CFP® serves as a senior vice president and partner of Steward Partners Global Advisory. He has almost 25 years of experience in the financial services industry, and is a CERTIFIED FINANCIAL PLANNER™ professional. Over the course of his career in advising his clients, he has also been charged with managing duties over branch operations, recruiting, and training. Derek spent the first 12 years of his career at OLDE / H&R Block Financial Advisors and the past 10 at SunTrust Securities (2) and Wachovia Securities / Wells Fargo Advisors (8).
Derek has a Bachelors Business Administration in International Business with a Minor in Economics from James Madison University, 1994. In addition, he has an Executive Certificate in Financial Planning from Georgetown University 2004. Derek lives in Mclean, VA with his wife Amanda, daughter Kylee and son Tyler. He spends most weekends on baseball fields and enjoys some summer time at the beach.
Stephanie is a Vice President of Steward Partners Global Advisory. She has more than 12 years of experience in executive leadership for financial firms. She is skilled in investment analysis and portfolio construction and has experience and knowledge across financial instruments, hedge funds, financial markets, accounting and legal concepts. She served as a Vice President in the Capital Introduction group for Goldman Sachs & Co., Inc. in New York City, Director of the Insignia Legacy Fund for Meritage Capital in Austin, Texas, and Assistant Vice President for Alterra Capital in New York City.
Stephanie earned her law degree and Master’s in Business Administration from the University of Texas at Austin and a DEJEI from the Université de Paris X-Nanterre. She completed her undergraduate studies with a Bachelor of Science degree from the School of Hotel Administration at Cornell University. She is a Chartered Financial Analyst (CFA) and a retired member of the New York State Bar.
Stephanie serves on the Board of Trustees of Ellis Medicine as the Chairperson of the Finance & Planning Committee and as a member of the Investment and Audit Committees. Stephanie and her husband Chris have two children, Grace and Henry. In her free time, Stephanie enjoys golf, working out, genealogy, and traveling with her family.
Brett Diamond is a Managing Director and Partner at steward Partners Global Advisory. For more than 19 years, Brett has been providing customized advice and investment solutions to financially successful individuals, multigenerational families, and small business owners in the Dallas/Fort Worth area and across the country.
A graduate of the University of Kansas where he earned his B.S. degree in business with a minor in finance, Brett began his financial services career with Fidelity Investments in 1999. He joined the Morgan Stanley family a year later for the opportunity to work more directly with successful individuals and families.
Brett understands that family dynamics are often complicated and require customized planning, and works diligently to combine effective listening and thorough research to provide clients with a boutique style of financial planning, helping them achieve their priorities at every turn.
For the past decade, Brett has been devoted to philanthropic efforts that closely align with his Jewish heritage. He works closely with the Jewish Federation of Greater Dallas. Brett serves on the Dallas Chapter of AIPAC – The American Israel Public Affairs Committee, and is a founding board member of Jewish Education Texas (JET) . For his focus and dedication, Brett was recognized as one of the 10 finalists for The Dallas Foundation’s Good Works Under 40 award in 2010, and the Bnai' Zion Foundation honored him with its Community Leadership Award in 2012. In 2013, Brett was recognized as an outstanding volunteer for the Jewish Federation of Greater Dallas.
Away from the office, Brett enjoys riding his bike, traveling and spending time with his wife Roxy and their three children, Ava, David, and Leah.
Jason Bottenfield, CFP®, CDFA® is a Managing Director and Partner at Steward Partners Global Advisory. A former relief pitcher drafted in 1999 by the Boston Red Sox organization and a seasoned Financial Advisor for more than 16 years, Jason understands firsthand the unique challenges successful individuals and families face. He believes that successful people all share a common bond: They encounter a large number of important life events that demand specialized and timely financial guidance to help them make the right decisions for themselves, their careers and their families.
Over the years, Jason has built a successful practice educating and advising clients on how to better understand and manage their total financial picture. Through an effective use of resources and the coordination of a trusted team of advisors, Jason focuses on inspiring his clients with a level of confidence, so they can spend less time worrying about their finances and more time doing those things that matter most to them.
Aside from being an avid sportsman and classic car builder, Jason gets his energy and inspiration from his wife, Brandi, and the twins, Kinley and Chance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
With over 30 years of experienced in the financial services industry -- including 18 years as a senior trader on the options trading desk at Prudential Financial in New York City – Donna Petrucello transitioned to client service in 2006, working for UBS and Smith Barney in New York. In 2008, she relocated to Dallas to join Brett and Jason as a Registered Client Associate and has been a vital member of the team ever since.
Donna possesses broad experience in financial services and provides personal and responsive client service. Donna maintains her Series 4, 7, 63 and 66 licenses, as well as her state registered general lines insurance license.
Born and raised in Brooklyn, New York, Donna earned her B.S. degree in marketing from Fairleigh Dickenson University in New Jersey. Her outside interests include gardening, home improvement projects, wine tasting, healthy gourmet cooking and walking in her Lakewood home neighborhood.
Andrew began his career in the financial services industry at Merrill Lynch in 2016 where he learned the tools of the trade while he prioritized the understanding of families’ particular financial conditions. Most critically, he worked to develop a candid strategy that bridges the clients’ goals with realistic expectations. Through a mutual partnership and on-going dialogue, Andrew and his clients work together to create and implement a strategy that can help achieve both personal and financial security. For Andrew, listening closely and being a partner to his clients is the ultimate goal.
In search of community involvement, Andrew is a member of the Seacoast Rotary Club and currently serves on the YMCA of the Seacoast Advisory Board.
Andrew followed his passion for adventure to Jackson Hole, WY from 2010-2015 before being drawn back to the comforts of New England and New Hampshire’s seasonal beauty. He grew up in Greenwich, CT where he attended Brunswick School before graduating from Hamilton College. Andrew lives with his wife, son and their Australian Shepherd and enjoys skiing, golf, and just about anything to get him in the outdoors with family and friends.
Rob has been a financial advisor since 1998. He is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
A graduate of Phillips Exeter Academy and Hamilton College, he has been involved with numerous local non-profit organizations including The Seacoast Land Trust (former board member), The United Way of the Greater Seacoast (former cabinet member), The Krempels Center (former board President), New Hampshire Public Radio (former Trustee and current committee head) and Big Brother Big Sister of the Greater Seacoast (former mentor). He has also served as a part time Instructor at UNH’s Whittemore School of Business & Economics.
Rob resides in Rye, NH with his wife and family. He enjoys golf, platform tennis, squash, skiing, playing the drums, and spending time with his family.
Christina L O'Donnell follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities and is passionate about delivering excellent service. Christina holds the Chartered Retirement Planning CounselorSM designation.
As a fully licensed Senior Registered Client Administrative Manager, Jenny assists the team by monitoring and servicing our clients individual financial lives. She reaches out to clients regularly to provide a detailed and exceptional experience. Dedicated to delivering high-touch, tailored service, she focuses on problem resolution and coordinating personal financial reviews. In addition to handling client's transactional, account and administrative needs, she serves as their liaison with other team members and the firm’s specialists. During her career she has been recognized for her excellence in client service.
Jenny joined the financial services industry in 2000 and worked for 19 years at Merrill Lynch before joining Steward Partners in 2019. She graduated from the West Virginia Wesleyan College in 1999 with a degree in Sociology and a minor in Spanish. A resident of Portsmouth, she enjoys time spent with her husband, staying creative, being active and traveling.
Dennis Reynolds is a partner of Steward Partners Global Advisory. He has over 31 years of expertise as a Financial Advisor and Wealth Manager. He graduated from Franklin and Marshall College with a degree in Mathematics and an M.Ed in Math Education.
Dennis is a New Jersey native, having lived there most of his life. He began his career in teaching mathematics to middle and high school students. He then went on to work in the retail sector for ten years. He then left the retail business to go into sales with Ryan Beck and Co as a broker, and he has enjoyed his career for the last 30+ years. He has been married to his wife for 39 years and has three special daughters. Rebecca is an actuary, Jackie Lynn is a physician’s assistant, and Patricia Anne is an associate manager of compliance.
Dennis began target shooting as a hobby at the age of 16, and he has continued to develop his skills as a trap shooter. He competes seasonally in many national tournaments. His second love is walking along any beach, with his wife, while listening to the waves hit the shore.
Throughout his years in the brokerage business, he has sought out charities that help veterans, the homeless, and the hungry. He helps however he can, both personally and through his affiliation with Rotary International.
Debbie is a Senior Client Administrative Manager of Steward Partners Global Advisory. She has over 25 years of experience in the financial services industry.
She began her career as a Branch Manager for Howard Savings Bank. In 1993, she joined Prudential Mutual Fund Services where she held various positions including an Associate Manager of the Transfer of Assets and New Business Departments. In 2011, she started at Wells Fargo Advisors, joining the Elwood Wealth Management Group as a Client Administrator.
Debbie is committed to providing clients with excellent service and is responsible for the day to day operational support for the Elwood Wealth Management Group.
Debbie graduated from Rutgers University with a Bachelor’s degree in Business Administration. She lives in Roseland with her husband and son.
Nick is a Managing Director and Partner of Steward Partners Global Advisory. He has over 25 years of experience in the financial services industry having a number of different roles starting as Lead Assistant on a Fixed Income Middle Markets Desk at Merrill Lynch, to a Financial Advisor and Senior Portfolio Manager at both Merrill Lynch and UBS Financial Services. He graduated from George Mason University outside of Washington, DC. with a degree in Economics having the privilege of studying under a Nobel Prize winner as well as the developer of the Economic Theory of Public Choice. His expertise in creating and maintaining investment portfolios using capital flow analysis and sector rotation models in an attempt to capture market returns while reducing portfolio volatility is an integral part of his investment philosophy. Couple that with his belief that every person needs a financial plan to track and quantify their progression over time to help ensure they reach their financial and life goals. Only the proper merging of the two critical pieces of a successful plan gives investors the highest probability of success.
Nick is a Westchester County, NY native and currently resides in South Salem, NY. He is married and lives with his wife Julie and has three children; William a sophomore at Elon University, Michael a junior at John Jay High School and Andrew a 6th grader at John Jay Middle School. Nick has spent many years volunteering as a coach for all three of his son’s various sports teams as well as giving back to his community by volunteering for his towns Lake Committees to help raise funds for the watershed maintenance and as a Board Member. Nick also enjoys taking time to read, travel, run 5 and 10k trail races and play golf.
Joann joined Steward Partners Global Advisory in October 2018 as a Senior Operations Manager. She has worked in the Financial Services Industry for 25 years.
Joann began her career in New York City. She worked for Drexel Burnham Lambert for nine years in a variety of roles on the Options Trading Desk and then as a Senior Administrative Coordinator for the President of the firm.
After taking some time off to raise her three sons, Joann later returned to the Financial Services Industry in 2004 to A.G. Edwards & Sons and their successor firms Wachovia and Wells Fargo Advisors in Morristown, NJ as a Senior Registered Client Associate and then as Branch Liaison.
Joann lives in Mendham, NJ with her husband Scott. She enjoys visiting her three grown sons who live in Boston and Washington D.C and spending time with friends and family.
Joann holds her Series 7, 66, 9 and 10 securities registrations.
Thomas Arcidiacono joined Steward Partners in 2019 as a Vice President and Partner, with the focus of bringing his previous experience as a Vice President at Ayco, a Goldman Sachs Company to his Albany Wealth Group team at Steward. While at Ayco, Thomas counseled and implemented holistic financial plans with executives from Fortune 100 companies as well as high-net-worth individuals from around the country and will bring these same planning strategies to his clients at Steward Partners.
Thomas helps his clients build integrated financial plans which assist families in areas such as cash flow planning, investment management and estate planning. As a holistic advisor, Thomas views himself as his clients’ personal CFO ensuring the work and service he provides is integrated across all other financial disciplines of their life. In working with Thomas, you will find the relationship is a deep, continuing process- a collaborative conversation that continues throughout his client’s working career, well through retirement and far beyond with long-term legacy planning.
Thomas graduated from Union College where he was a two-time All-American football player as well as twice being named the school’s Male Scholar-Athlete of the Year. When Thomas isn’t working, he relishes all things sports related and spending time with his family enjoying outdoor activities. Thomas, his wife Mandi and their two sons’ Andre and Landon currently reside in Clifton Park, NY.
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A realistic financial plan that will allow you to follow.
Assess your current financial and investment background and discuss your goals.
The beginning of a successful financial plan starts with establishing a relationship between the advisors and you, the client.
Use the financial plan developed to achieve your goals.
Reevaluate periodically to make sure we are achieving your goals.
The Guardian Asset Management Group at Steward Partners offers a variety of annuity solutions that best fit your needs including:
Variable annuities are a tax-deferred investment vehicle designed for retirement income and typically are accompanied by a guaranteed lifetime income rider provided by the issuing insurance company. Returns they deliver are based on the performance of the underlying securities, and usually offer a wide array of securities that the annuity holder can choose from.
Fixed annuities are designed as savings vehicles, similar to a CD, and are built for safety of principal and a consistent, guaranteed return. They offer a guaranteed minimum interest rate and tax-deferred accumulation.
Adding an income annuity to your portfolio may be a way to create not a lifetime payment stream, but also potentially produce more assets for growth and liquidity.
One of the most rewarding aspects of substantial wealth is being able to share it with others. Your Steward Partner’s wealth manager, working with your legal and tax professionals, can help develop a plan that enables you to maintain the lifestyle you deserve now while also building a financial legacy.
Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to an extensive set of product and service solutions. The Guardian Asset Management Group at Steward Partners Global Advisory can provide direction in implementing not only traditional investment solutions but also more sophisticated investment alternatives – both now and as your life and objectives change over time.
Whether you are early in your career, actively contemplating retirement or already retired, we can help ensure you have the resources you need for the retirement lifestyle you want.
The Guardian Asset Management team at Steward Partners offers a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable staff to help with planning your retirement. In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.
A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. The Guardian Asset Management Group at Steward Partners Global Advisory provides a range of consulting services to help you develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.
Company-sponsored retirement plans
529 Savings Plans
529 Prepaid Plans
UGMA/UTMA Custodial Accounts
Coverdell Education Savings Accounts
With all the demands and decisions parents face, one important aspect of planning for a child’s future is often unintentionally overlooked – college. However, with tuition rates rising, it should be at the top of every parent’s planning list – no matter the child’s age.
What’s more, saving for a child’s education doesn’t necessarily have to rest entirely with parents. With the flexibility and convenience of today’s savings plans, many alternatives make good sense for grandparents, aunts and uncles, other family members and friends.
You have big dreams for the aspiring academics in your life. Don’t let a lack of planning sidetrack those aspirations. A Steward Partner’s wealth manager has the expertise and resources to help you explore your savings plan options as well as other funding strategies.