Wealth Management | Institutional Consulting | Asset Management

The Elwood Wealth Management Group at Steward Partners

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At The Elwood Wealth Management Group at Steward Partners, we work with a select group of individuals, families and business owners to Build, Manage, Protect and Transition Wealth.

We work side-by-side with our clients, listening to their needs, so that we may focus on giving them Independent, Objective, Unbiased and Cost-Effective advice to navigate life's major decisions and avoid costly mistakes.

We utilize a Four-Step Process:

Listen & Understand – taking the time to know and understand your goals and concerns
Develop Strategies – study, test, analyze and model the information you share to cultivate solutions
Explain & Implement – share our findings, in plain English, and then implement in an independent, objective, unbiased and cost-effective manner
Monitor, Evaluate & Adjust – as changes in your life, the lives of your family members, changes in market conditions and updates to tax laws and regulations occur, adjustments to your plan will be made

The Elwood Wealth Management Group at Steward Partners is dedicated to always doing the right thing and focuses on giving our clients the peace of mind that comes once the question “Can we attain our goals?” has been answered.

The Next Evolution In Wealth Management

Why Steward Partners?

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.

*https://www.sec.gov/divisions/investment/advoverview.htm

Intelligent Solutions for Complex Financial Situations

ENGAGEMENT OPTIONS

Personal Concierge

We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.

Registered Investment Advisor

As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. Beyond transparent compensation and fees, we maintain investment independence and work to identify, disclose, and manage conflicts in a manner consistent with our fiduciary duties, taking reasonably necessary steps to meet those obligations.

Wealth Planning

Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.