Resources
2024 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.
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.
Forbes
Forbes is the go-to source for influential business news and financial insights, providing a global audience with the tools and analysis needed to succeed in today's complex economic landscape.
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.
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