Perspective Wealth of Steward Partners

08/04/2026

Back-to-school season is a great reminder that investing in education is investing in the future. Whether you're preparing for college, helping a child save or planning ahead for the next generation, it's never too early to start. 🎓📚

If you'd like to learn more about how a 529 college savings plan can help you prepare for future education expenses, give us a call. We'd be happy to chat and answer your questions!

Explore more financial tips and resources on our website: https://ow.ly/ns1t50ZrqUX

07/08/2026

SAVE THE DATE!📣

Join us for our 6th Annual Happy Hour for the Cause on Thursday, November 5, 2026!

For six years, we've come together to support the fight against Alzheimer's, honor those impacted by the disease and make a difference in our community. We hope you'll join us again this year for another meaningful event.

Mark your calendar for November 5th—more details, including event information, will be coming soon. We can't wait to see you there! 💜

07/03/2026

This year marks 250 years since America declared its independence—a milestone honoring our nation's history, enduring spirit and the freedoms we celebrate today.

Please note that our office will be closed on Friday, July 3, in observance of Independence Day. We will resume normal business hours on Monday.

Wishing you a safe and happy Fourth of July! 🎇

06/18/2026

In observance of Juneteenth, our office will be closed tomorrow, June 19. We look forward to assisting you when we return to the office on the Monday, June 22nd. Wishing you a safe and meaningful holiday.

11/27/2025

Wishing you a warm and wonderful Thanksgiving!

11/13/2025

Our 5th Annual Happy Hour for a Cause was an amazing success in support of the Alzheimer’s Association! We’re so proud to celebrate five years of coming together for this meaningful cause — and we’re already excited to make next year’s event even bigger and better!

A HUGE thank you to our generous sponsors, donors and everyone who came out to support. Together, we raised over $32,000! Your kindness, energy and enthusiasm made the evening truly unforgettable.

For those who couldn’t make it, we missed you and can’t wait to see you next year!
Together, we’re making a real difference in the fight to end Alzheimer’s — and we couldn’t do it without you. 💜🫶

11/11/2025

Today, we proudly honor all who have served our country with courage and dedication.
A special thank-you goes to our very own Leah Schwarz, whose service and sacrifice embody the values we hold dear. We’re grateful for her commitment—both to our nation and to our team every day.

Thank you to all veterans for your bravery and service.

11/06/2025

See you today! Together, let's ! 💜

Join us this afternoon for food, drinks live music, raffle prizes and more at Happy Hour for the Cause all benefitting the San Antonio Walk to End Alzheimer's! We'll be at Incarnate Word Heritage Center from 4:30 pm - 7:30 pm. Join us as together we will !

11/06/2025

🌟 We’re celebrating some exciting news! 🌟

We’re thrilled to share that Zach McCown, CFP®, CRPC®, AAMS®, has been named one of InvestmentNews’ Rising Stars for 2025!

This recognition celebrates the next generation of financial professionals who are making a meaningful impact in the industry — and anyone who knows Zach knows how well that describes him. His leadership, innovation, and genuine dedication to helping clients reach their goals shine through in everything he does.

Zach shared:

“I’m truly honored to be recognized among the ‘Best Wealth Management Professionals & Advisors Under 40 in the USA – Rising Stars.’ This milestone wouldn’t be possible without the trust, confidence and partnership of my clients. It’s a privilege to guide you through your financial journey and help you pursue your goals. This recognition reinforces my commitment to providing personalized, high-quality wealth management services.”

We couldn’t be prouder to celebrate Zach’s well-deserved achievement. At Perspective Wealth of Steward Partners, we’re grateful every day for our clients who make milestones like this possible.

Thank you for your continued trust and partnership — it’s an honor to be part of your financial journey!

11/04/2025

Have you taken your RMD yet? The deadline is approaching. 🗓️