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Tax Reference Guides
Poljak Group Wealth Management - 2026 Tax Reference Guide
OUR AFFILIATIONS
We've strategically aligned our practice with industry organizations, enabling us to provide fully comprehensive service and sophisticated resources that enhance your wealth management experience. Through employment with Steward Partners, we have access to an extended network to offer solutions and support for even the most complex planning cases.
INDUSTRY CERTIFICATIONS & RESOURCES
EFFECTIVE FINANCIAL STRATEGIES OFTEN REQUIRE A TEAM OF EXPERTS WORKING TOGETHER TO SERVE YOUR BEST INTERESTS. IN SUCH SITUATIONS, WE ACT AS THE QUARTERBACK WHO STRIVES TO MAKE SURE EVERYONE IS WORKING TOGETHER TO ACHIEVE THE BEST POSSIBLE RESULTS. IF YOU HAVE EXISTING TEAM MEMBERS YOU TRUST, SUCH AS YOUR CPA OR ATTORNEY, WE ARE HAPPY TO WORK WITH THEM, AND WE CAN ALSO BRING IN OUR SUBJECT-MATTER EXPERTS AS NEEDED. SOME OF OUR STRATEGIC ALLIANCES ARE DETAILED BELOW.
CPM®
The Academy of Certified Portfolio Manager (ACPM) is an independent organization that creates and manages a credentialed program of excellence for training discretionary portfolio managers. The collaborative and continuous learning experience enables portfolio managers to achieve a higher level of expertise in multiple facets in an ever-changing and dynamic global economy.
CIMA®
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
CFP®
CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards that help them serve their clients' best interests today and prepare them for a more secure tomorrow.
Steward Partners
Global Advisory
Steward Partners Global Advisory 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 personalized client service with an unwavering commitment to excellence.
Raymond James
As a global financial services firm, Raymond James focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.
Goldman Sachs
As a leading global financial institution with offices in all major financial centers around the world, Goldman Sachs delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments, and individuals. For more than 150 years, a culture of teamwork and client service has defined our firm.
Fidelity
Investments
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals.
Charles Schwab
Through its operating subsidiaries, the Charles Schwab Corporation (NYSE: SCHW) provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
BNY Mellon | Pershing
Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchanges (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. Backed by the strength and scale of BNY Mellon, Pershing provides institutional clients with financing, clearance and custody, collateral management, global trade execution, securities lending, and syndicate capabilities —all on a single platform.
Morningstar
Morningstar provides an array of investment research and investment management services to empower investors all over the world. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry.
PLEASE NOTE: URL(s) or hyperlink(s) in this material are not to a Steward Partners Investment Solutions, LLC website. It was created, operated, and maintained by a different entity. Steward Partners Investment Solutions, LLC is not implying any affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Steward Partners of any information contained within the linked site; nor do we guarantee its accuracy or completeness. Steward Partners is not responsible for the information contained on the third-party website or the use of or inability to use such site.When you link to any of the web sites provided here, you are leaving this web site and assume total responsibility and risk for your use of the web site you are linking to. We make no representation as to the completeness or accuracy of information provided at these web sites.
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Poljak Group Wealth Management or the other third parties listed herein. Fidelity is a service provider to Poljak Group Wealth Management. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1242091.1.0. The third-party service providers listed are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.